Filed December 3, 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 8-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 |
|---|---|---|
Filed as: FIDELITY Service code 63 | 12b-1 Fees | $72,989 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $25,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,564 |
Filed as: JPMORGAN Service code 63 | 12b-1 Fees | $9,995 |
GLOBAL TRUST COMPANY1 year Service code 63 | 12b-1 Fees | $6,224 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 63 | 12b-1 Fees | $5,431 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENTS Service code 63 | 12b-1 Fees | $4,460 |
AMERICAN FUNDS1 year Service code 63 | 12b-1 Fees | $3,618 |
Filed as: JP MORGAN Service code 63 | 12b-1 Fees | $2,566 |
PGIM INVESTMENTS1 year Service code 63 | 12b-1 Fees | $2,063 |
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 | $63,314 | $106,028-40.3% | $146,958-56.9% | $77,643-18.5% |
| Participation rate | 77.2% | 78.4%-1.2pp | 82.2%-5.0pp | 70.6%+6.6pp |
| Annual return | 41.57% | 56.73%-15.2pp | 418.34%-376.8pp | 31.24%+10.3pp |
| Employer contribution / active EE | $3,440 | $4,063-15.3% | $4,933-30.3% | $2,726+26.2% |
| Participant deferral / active EE | $8,050 | $7,990+0.7% | $8,070-0.3% | $4,647+73.2% |
| Admin fee / account holder | $75 | $337-77.8% | $12,998-99.4% | $430-82.6% |