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) | $29,130 |
Service code 49 · EIN 04-1590850 | Other Services | $27,146 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
LORD ABBETT3 years Service code 52 · EIN 13-3731507 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,456 | $49,227+122.3% | $70,449+55.4% | $79,858+37.1% |
| Participation rate | 97.2% | 69.2%+28.0pp | 75.1%+22.1pp | 69.6%+27.6pp |
| Annual return | 5.35% | 30.06%-24.7pp | 109.03%-103.7pp | 31.71%-26.4pp |
| Employer contribution / active EE | $10,041 | $2,099+378.4% | $2,737+266.9% | $2,471+306.4% |
| Participant deferral / active EE | $7,287 | $2,768+163.3% | $3,709+96.5% | $3,740+94.8% |
| Admin fee / account holder | $191 | $2,878-93.4% | $3,845-95.0% | $5,306-96.4% |