Filed October 10, 2019
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 49 · EIN 04-1590850 | Other Services | $131,644 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $39,375 |
CARR, RIGGS & INGRAM, LLC3 years Service code 10 · EIN 72-1396621 | Accounting | $12,783 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | 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 | $51,009 | $204,517-75.1% | $69,455-26.6% | $77,787-34.4% |
| Participation rate | 97.4% | 74.6%+22.8pp | 74.6%+22.8pp | 73.2%+24.2pp |
| Annual return | 19.57% | 22.10%-2.5pp | 28.97%-9.4pp | 32.57%-13.0pp |
| Employer contribution / active EE | $1,716 | $3,548-51.6% | $2,779-38.3% | $2,504-31.5% |
| Participant deferral / active EE | $2,020 | $3,478-41.9% | $3,535-42.9% | $3,967-49.1% |
| Admin fee / account holder | $132 | $101+30.8% | $3,839-96.6% | $100+31.4% |