Filed September 12, 2017
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 | $93,518 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
RIDGEWORTH1 year Service code 52 · EIN 95-6981193 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1905304 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $136,827 | $88,515+54.6% | $162,163-15.6% | $67,579+102.5% |
| Participation rate | 99.3% | 86.8%+12.5pp | 87.6%+11.8pp | 71.3%+28.1pp |
| Annual return | 44.68% | 27.04%+17.6pp | 115.59%-70.9pp | 378.56%-333.9pp |
| Employer contribution / active EE | $4,141 | $3,563+16.2% | $5,614-26.2% | $2,148+92.8% |
| Participant deferral / active EE | $5,282 | $5,724-7.7% | $7,298-27.6% | $3,539+49.3% |
| Admin fee / account holder | $230 | $124+85.8% | $10,843-97.9% | $142+61.5% |