Filed March 11, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS INC Service code 16 · EIN 58-2608124 | Consulting | $70,151 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,820 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS1 year Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-6039283 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | 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 | $120,021 | $174,559-31.2% | $105,387+13.9% | $67,579+77.6% |
| Participation rate | 95.3% | 88.2%+7.1pp | 82.6%+12.7pp | 71.3%+24.0pp |
| Annual return | 25.74% | 23.63%+2.1pp | 26.82%-1.1pp | 378.56%-352.8pp |
| Employer contribution / active EE | $2,541 | $4,874-47.9% | $4,213-39.7% | $2,148+18.3% |
| Participant deferral / active EE | $5,198 | $7,563-31.3% | $5,502-5.5% | $3,539+46.9% |
| Admin fee / account holder | $66 | $270-75.4% | $6,559-99.0% | $142-53.3% |