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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $66,085 |
AMERICAN FUNDS4 years Filed as: ATLANTA CAPITAL GROUP Service code 27 · EIN 22-3857582 | Advisory (Plan) | $28,648 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
HARBOR3 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 52 · EIN 36-3145972 | Indirect Investment Fees | $0 |
NATIXIS FUNDS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,532 | $73,638+73.2% | $95,952+32.9% | $73,488+73.5% |
| Participation rate | 75.9% | 76.2%-0.3pp | 77.1%-1.2pp | 70.7%+5.2pp |
| Annual return | 14.06% | 16.78%-2.7pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $514 | $1,863-72.4% | $2,541-79.8% | $2,270-77.4% |
| Participant deferral / active EE | $4,007 | $3,617+10.8% | $4,167-3.8% | $3,740+7.2% |
| Admin fee / account holder | $629 | $482+30.6% | $6,795-90.7% | $513+22.7% |