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 LLC3 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 | $23,902 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS3 years Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
WILMINGTON TRUST1 year Service code 52 · EIN 82-4435820 | 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 | $186,597 | $88,515+110.8% | $162,163+15.1% | $67,579+176.1% |
| Participation rate | 98.0% | 86.8%+11.2pp | 87.6%+10.5pp | 71.3%+26.8pp |
| Annual return | 27.65% | 27.04%+0.6pp | 115.59%-87.9pp | 378.56%-350.9pp |
| Employer contribution / active EE | $3,127 | $3,563-12.2% | $5,614-44.3% | $2,148+45.6% |
| Participant deferral / active EE | $5,038 | $5,724-12.0% | $7,298-31.0% | $3,539+42.3% |
| Admin fee / account holder | $97 | $124-21.3% | $10,843-99.1% | $142-31.6% |