Filed November 14, 2024
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 | $64,523 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS1 year Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 13-3352347 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,668 | $45,382-58.9% | $154,107-87.9% | $75,289-75.2% |
| Participation rate | 56.6% | 65.9%-9.3pp | 83.0%-26.5pp | 72.4%-15.9pp |
| Annual return | 0.45% | -0.47%+0.9pp | 735.12%-734.7pp | -0.04%+0.5pp |
| Employer contribution / active EE | $422 | $1,533-72.5% | $5,298-92.0% | $2,405-82.4% |
| Participant deferral / active EE | $2,568 | $2,384+7.7% | $5,081-49.4% | $3,739-31.3% |
| Admin fee / account holder | $78 | $89-12.5% | $13,411-99.4% | $102-23.6% |