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 | $58,538 |
DALLAS NEPHROLOGY ASSOCIATES3 years Filed as: DALLAS NEPHROLOGY ASSOCIATES P.A. Service code 14 · EIN 75-1366650 | Plan Administrator | $53,478 |
ALTA TRUST1 year Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
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 | $229,102 | $62,928+264.1% | $172,739+32.6% | $67,579+239.0% |
| Participation rate | 91.6% | 64.5%+27.1pp | 82.6%+8.9pp | 71.3%+20.3pp |
| Annual return | 22.78% | 30.36%-7.6pp | 802.84%-780.1pp | 378.56%-355.8pp |
| Employer contribution / active EE | $2,121 | $1,636+29.6% | $5,143-58.8% | $2,148-1.3% |
| Participant deferral / active EE | $6,831 | $2,145+218.5% | $5,198+31.4% | $3,539+93.0% |
| Admin fee / account holder | $218 | $167+31.1% | $13,954-98.4% | $142+53.5% |