Filed January 31, 2024 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $175,140 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $22,622 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $20,677 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BAIRD FUNDS4 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
COHEN & STEERS4 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
FEDERATED2 years Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,579 | $43,466-25.0% | $90,951-64.2% | $90,288-63.9% |
| Participation rate | 84.3% | 62.5%+21.9pp | 69.0%+15.3pp | 73.4%+11.0pp |
| Annual return | 13.80% | 25.26%-11.5pp | 134.60%-120.8pp | 53.97%-40.2pp |
| Employer contribution / active EE | $482 | $840-42.7% | $2,122-77.3% | $2,524-80.9% |
| Participant deferral / active EE | $2,236 | $2,138+4.6% | $3,373-33.7% | $4,232-47.2% |
| Admin fee / account holder | $184 | $92+100.3% | $5,959-96.9% | $114+61.3% |