Filed January 18, 2024
Total covered: 2 employees
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 8-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 27 · EIN 47-1411118 | Advisory (Plan) | $23,427 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,474 |
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
LORD ABBETT1 year Service code 52 · EIN 13-3731507 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3379729 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 39-1777365 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 90-0342299 | 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 | $95,751 | $43,327+121.0% | $59,878+59.9% | $64,186+49.2% |
| Participation rate | 97.6% | 69.2%+28.4pp | 74.7%+22.9pp | 69.6%+28.0pp |
| Annual return | 12.11% | -1.55%+13.7pp | 3.46%+8.6pp | 7.63%+4.5pp |
| Employer contribution / active EE | $9,384 | $2,028+362.6% | $2,722+244.8% | $2,381+294.1% |
| Participant deferral / active EE | $6,107 | $2,546+139.9% | $3,402+79.5% | $3,470+76.0% |
| Admin fee / account holder | $156 | $3,005-94.8% | $3,590-95.7% | $4,888-96.8% |