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 | $31,218 |
Filed as: MERRILL LYNCH RETIREMENT SERVICES Service code 16 · EIN 13-5674085 | Consulting | $7,500 |
Filed as: CARR, RIGGS, & INGRAM LLC Service code 10 · EIN 72-1396621 | Accounting | $7,100 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,629 | $55,214+42.4% | $104,607-24.8% | $73,488+7.0% |
| Participation rate | 99.4% | 67.8%+31.5pp | 74.1%+25.3pp | 70.7%+28.7pp |
| Annual return | 22.20% | 24.79%-2.6pp | 340.46%-318.3pp | 28.51%-6.3pp |
| Employer contribution / active EE | $2,065 | $1,468+40.7% | $2,681-23.0% | $2,270-9.1% |
| Participant deferral / active EE | $2,649 | $2,925-9.4% | $3,740-29.2% | $3,740-29.2% |
| Admin fee / account holder | $207 | $424-51.2% | $6,473-96.8% | $513-59.7% |