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 52 · EIN 04-1590850 | Indirect Investment Fees | $32,108 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,496 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
LORD ABBETT4 years Service code 52 · EIN 13-3731507 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS4 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | 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 | $156,706 | $53,822+191.2% | $75,696+107.0% | $85,850+82.5% |
| Participation rate | 95.5% | 69.1%+26.5pp | 74.8%+20.7pp | 69.3%+26.2pp |
| Annual return | 33.91% | 24.54%+9.4pp | 104.53%-70.6pp | 318.53%-284.6pp |
| Employer contribution / active EE | $11,163 | $2,017+453.6% | $2,743+307.0% | $2,565+335.2% |
| Participant deferral / active EE | $7,556 | $2,895+161.0% | $3,821+97.7% | $3,952+91.2% |
| Admin fee / account holder | $238 | $3,343-92.9% | $3,619-93.4% | $6,260-96.2% |