Filed January 18, 2024
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 |
|---|---|---|
BENEFIT FIDUCIARY GROUP LLC2 years Filed as: BENEFIT FIDUCIARY GROUP, LLC Service code 27 · EIN 27-4653554 | Advisory (Plan) | $75,000 |
Service code 49 · EIN 04-1590850 | Other Services | $22,738 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS2 years Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $149,231 | $80,005+86.5% | $140,016+6.6% | $55,725+167.8% |
| Participation rate | 98.2% | 87.0%+11.2pp | 87.5%+10.7pp | 70.9%+27.4pp |
| Annual return | -5.01% | 0.46%-5.5pp | 651.12%-656.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $3,160 | $3,403-7.1% | $5,606-43.6% | $2,078+52.1% |
| Participant deferral / active EE | $5,035 | $5,264-4.3% | $6,927-27.3% | $3,356+50.1% |
| Admin fee / account holder | $98 | $116-14.9% | $10,705-99.1% | $115-14.5% |