See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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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 49 · EIN 04-1590850 | Other Services | $147,985 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 16-1651307 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
MORLEY FINANCIAL SERVICES INC5+ years Service code 52 · EIN 93-6274329 | Indirect Investment Fees | $0 |
PIONEER2 years Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
THE HARTFORD3 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | 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 | $47,181 | $96,403-51.1% | $93,606-49.6% | $77,787-39.3% |
| Participation rate | 92.4% | 87.6%+4.8pp | 75.8%+16.6pp | 73.2%+19.2pp |
| Annual return | 21.56% | 39.36%-17.8pp | 32.76%-11.2pp | 32.57%-11.0pp |
| Employer contribution / active EE | $2,200 | $3,616-39.2% | $2,718-19.1% | $2,504-12.2% |
| Participant deferral / active EE | $3,765 | $5,341-29.5% | $4,069-7.5% | $3,967-5.1% |
| Admin fee / account holder | $134 | $90+49.5% | $7,888-98.3% | $100+33.7% |