Filed March 23, 2023 (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 |
|---|---|---|
BLUMER,/WELLS2+ years Service code 49 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Other Services | $32,097 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $300 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1 year Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,968 | $36,916+76.0% | $156,549-58.5% | $57,658+12.7% |
| Participation rate | 68.8% | 63.4%+5.4pp | 84.0%-15.2pp | 70.2%-1.4pp |
| Annual return | 7.74% | 12.38%-4.6pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,464 | $1,571-6.8% | $5,501-73.4% | $1,974-25.8% |
| Participant deferral / active EE | $3,273 | $1,926+70.0% | $4,871-32.8% | $3,061+6.9% |
| Admin fee / account holder | $2 | $82-98.2% | $13,027-100.0% | $95-98.4% |