Filed January 12, 2024 (most recent of 14 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 14 · EIN 04-2647786 | Plan Administrator | $244,161 |
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $138,903 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $135,043 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,757 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 13 · EIN 74-1625348 | Contract Administrator | $37,100 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $76 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $520,142 | $91,621+467.7% | $67,511+670.5% | $77,671+569.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 12.17% | 14.87%-2.7pp | 3517.41%-3505.2pp | 31.21%-19.0pp |
| Employer contribution / active EE | $19,954 | $3,184+526.8% | $2,733+630.3% | $2,726+631.9% |
| Participant deferral / active EE | $0 | $3,906-100.0% | $4,000-100.0% | $4,648-100.0% |
| Admin fee / account holder | $197 | $176+11.9% | $3,999-95.1% | $430-54.2% |