Filed March 21, 2025
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 | $62,814 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 16 · EIN 59-2937883 | Consulting | $38,416 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | 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 | $45,550 | $84,948-46.4% | $70,449-35.3% | $73,409-38.0% |
| Participation rate | 91.3% | 79.9%+11.3pp | 75.1%+16.2pp | 72.2%+19.1pp |
| Annual return | 14.05% | 13.39%+0.7pp | 109.03%-95.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $2,650 | $2,834-6.5% | $2,737-3.2% | $2,234+18.6% |
| Participant deferral / active EE | $2,660 | $3,387-21.5% | $3,709-28.3% | $3,805-30.1% |
| Admin fee / account holder | $182 | $98+85.2% | $3,845-95.3% | $158+15.1% |