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 | $109,888 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS3 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 13-3352347 | 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 | $22,087 | $56,095-60.6% | $178,490-87.6% | $90,288-75.5% |
| Participation rate | 73.1% | 65.6%+7.6pp | 81.9%-8.8pp | 73.4%-0.2pp |
| Annual return | 22.35% | 28.81%-6.5pp | 151.07%-128.7pp | 53.97%-31.6pp |
| Employer contribution / active EE | $618 | $1,572-60.7% | $5,011-87.7% | $2,524-75.5% |
| Participant deferral / active EE | $2,616 | $2,669-2.0% | $5,202-49.7% | $4,232-38.2% |
| Admin fee / account holder | $81 | $101-19.6% | $13,984-99.4% | $114-29.0% |