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 LLC4 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 | $22,724 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | 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 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
WILMINGTON TRUST2 years Service code 52 · EIN 82-4435820 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,763 | $111,608+87.9% | $177,821+18.0% | $73,409+185.7% |
| Participation rate | 98.7% | 87.9%+10.8pp | 87.7%+11.0pp | 72.2%+26.5pp |
| Annual return | 14.18% | 18.23%-4.0pp | 48.32%-34.1pp | 59.29%-45.1pp |
| Employer contribution / active EE | $3,396 | $3,796-10.5% | $5,918-42.6% | $2,234+52.0% |
| Participant deferral / active EE | $5,379 | $6,199-13.2% | $7,714-30.3% | $3,805+41.3% |
| Admin fee / account holder | $96 | $166-42.0% | $12,427-99.2% | $158-39.1% |