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 LLC5 years Filed as: BENEFIT FIDUCIARY GROUP, LLC Service code 27 · EIN 27-4653554 | Advisory (Plan) | $75,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $26,581 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS5 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,873 | $111,491+107.1% | $189,513+21.8% | $86,799+166.0% |
| Participation rate | 97.9% | 87.3%+10.5pp | 87.8%+10.1pp | 72.3%+25.6pp |
| Annual return | 13.08% | 83.50%-70.4pp | 555.15%-542.1pp | 97.91%-84.8pp |
| Employer contribution / active EE | $3,409 | $3,951-13.7% | $6,162-44.7% | $2,405+41.7% |
| Participant deferral / active EE | $5,525 | $6,437-14.2% | $8,221-32.8% | $4,131+33.8% |
| Admin fee / account holder | $101 | $189-46.5% | $12,045-99.2% | $170-40.5% |