Filed February 19, 2020 (most recent of 4 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $302,257 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $100,000 |
LPL FINANCIAL5+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $100,000 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD Service code 52 · EIN 20-0169148 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,844 | $82,204-52.7% | $130,648-70.3% | $82,204-52.7% |
| Participation rate | 43.8% | 73.4%-29.6pp | 71.7%-28.0pp | 73.4%-29.6pp |
| Annual return | 33.66% | 26.31%+7.3pp | 1708.96%-1675.3pp | 26.31%+7.3pp |
| Employer contribution / active EE | $754 | $2,707-72.1% | $4,092-81.6% | $2,707-72.1% |
| Participant deferral / active EE | $1,447 | $4,246-65.9% | $3,603-59.8% | $4,246-65.9% |
| Admin fee / account holder | $95 | $76+25.0% | $5,464-98.3% | $76+25.0% |