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 | $118,325 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
RIDGEWORTH2 years Service code 52 · EIN 95-6981193 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1905304 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,073 | $111,608+30.0% | $177,821-18.4% | $73,409+97.6% |
| Participation rate | 99.4% | 87.9%+11.5pp | 87.7%+11.6pp | 72.2%+27.2pp |
| Annual return | 11.62% | 18.23%-6.6pp | 48.32%-36.7pp | 59.29%-47.7pp |
| Employer contribution / active EE | $6,343 | $3,796+67.1% | $5,918+7.2% | $2,234+184.0% |
| Participant deferral / active EE | $5,448 | $6,199-12.1% | $7,714-29.4% | $3,805+43.2% |
| Admin fee / account holder | $277 | $166+67.4% | $12,427-97.8% | $158+75.5% |