Filed November 26, 2019 (most recent of 2 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,424 |
AB FUNDS1 year Service code 52 · EIN 22-3298334 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENTS Service code 52 · EIN 02-0712418 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1531869 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN1 year Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1308320 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,300 | $55,453-67.0% | $170,442-89.3% | $62,292-70.6% |
| Participation rate | 65.7% | 66.4%-0.7pp | 83.6%-17.9pp | 69.5%-3.8pp |
| Annual return | 16.67% | 21.38%-4.7pp | 205.93%-189.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,001 | $2,164-53.7% | $5,433-81.6% | $2,042-51.0% |
| Participant deferral / active EE | $999 | $2,303-56.6% | $4,939-79.8% | $3,169-68.5% |
| Admin fee / account holder | $61 | $455-86.6% | $13,880-99.6% | $479-87.3% |