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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $57,462 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $9,760 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | 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 |
WILMINGTON TRUST2 years Service code 52 · EIN 20-3802168 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,157 | $65,395+76.1% | $182,532-36.9% | $72,985+57.8% |
| Participation rate | 96.7% | 65.4%+31.3pp | 78.0%+18.8pp | 69.5%+27.3pp |
| Annual return | 19.10% | 27.68%-8.6pp | 148.54%-129.4pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,284 | $1,911-32.8% | $4,076-68.5% | $2,440-47.4% |
| Participant deferral / active EE | $5,426 | $3,563+52.3% | $5,524-1.8% | $3,607+50.4% |
| Admin fee / account holder | $479 | $4,245-88.7% | $8,592-94.4% | $5,124-90.7% |