Filed June 30, 2023
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 | $36,940 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $8,611 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 36-4277151 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 52-1200960 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN1 year Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 13-2631108 | 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 | $110,072 | $36,767+199.4% | $81,478+35.1% | $62,292+76.7% |
| Participation rate | 99.4% | 54.4%+45.0pp | 68.0%+31.5pp | 69.5%+29.9pp |
| Annual return | 16.10% | 173.80%-157.7pp | 38.78%-22.7pp | 28.90%-12.8pp |
| Employer contribution / active EE | $4,774 | $1,128+323.1% | $2,568+85.9% | $2,042+133.8% |
| Participant deferral / active EE | $5,727 | $2,111+171.4% | $3,537+61.9% | $3,169+80.7% |
| Admin fee / account holder | $171 | $797-78.5% | $4,561-96.2% | $479-64.3% |