Filed May 28, 2019
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 | $64,989 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
EATON VANCE5 years Service code 52 · EIN 04-6039283 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
HIGHLAND FUNDS5 years Service code 52 · EIN 62-0803242 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 84-1501338 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,324 | $104,475+8.5% | $159,436-28.9% | $79,386+42.7% |
| Participation rate | 63.3% | 76.6%-13.3pp | 82.8%-19.5pp | 70.7%-7.4pp |
| Annual return | 19.36% | 67.95%-48.6pp | 263.57%-244.2pp | 116.85%-97.5pp |
| Employer contribution / active EE | $1,232 | $3,417-63.9% | $4,829-74.5% | $2,427-49.2% |
| Participant deferral / active EE | $8,327 | $6,467+28.8% | $7,352+13.3% | $4,046+105.8% |
| Admin fee / account holder | $442 | $711-37.8% | $10,799-95.9% | $626-29.4% |