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) | $27,397 |
Service code 49 · EIN 04-1590850 | Other Services | $25,060 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
LORD ABBETT2 years Service code 52 · EIN 13-3731507 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | 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 | $100,707 | $45,073+123.4% | $69,455+45.0% | $72,985+38.0% |
| Participation rate | 97.5% | 68.5%+29.0pp | 74.6%+22.9pp | 69.5%+28.0pp |
| Annual return | 8.30% | 22.65%-14.3pp | 28.97%-20.7pp | 81.00%-72.7pp |
| Employer contribution / active EE | $10,056 | $2,054+389.6% | $2,779+261.9% | $2,440+312.2% |
| Participant deferral / active EE | $6,846 | $2,602+163.1% | $3,535+93.6% | $3,607+89.8% |
| Admin fee / account holder | $169 | $3,056-94.5% | $3,839-95.6% | $5,124-96.7% |