Filed January 17, 2022
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 |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $19,367 |
ALLIANZ GLOBAL INVESTORS2 years Filed as: ALLIANZ Service code 28 · EIN 02-0639354 | Investment Management | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
ARTISAN PARTNERS2 years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA2 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DAVIS2 years Filed as: DAVIS FUNDS Service code 28 · EIN 13-2601967 | Investment Management | $0 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DOUBLELINE CAPITAL LP1 year Filed as: DOUBLELINE FUNDS Service code 28 333 S. GRAND AVE. · LOS ANGELES, CA 90071 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $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 | $0 | $45,698-100.0% | $61,048-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 79.3%-79.3pp | 69.5%-69.5pp |
| Annual return | 23.96% | 20.14%+3.8pp | 26.18%-2.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $7,080 | $2,803+152.5% | $3,716+90.5% | $2,440+190.2% |
| Participant deferral / active EE | $8,662 | $3,264+165.4% | $4,470+93.8% | $3,607+140.1% |
| Admin fee / account holder | $0 | $3,347-100.0% | $3,728-100.0% | $5,124-100.0% |