See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $37,640 |
NEEDLES & ASSOCIATES, LLC7+ years Service code 10 · EIN 51-0435869 | Accounting | $18,122 |
Service code 29 · EIN 72-0999672 | Legal | $4,029 |
AMERICAN FUNDS4 years Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 | Indirect Investment Fees | $0 |
RIDGEWORTH4 years Service code 52 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,967 | $106,236-90.6% | $112,228-91.1% | $64,808-84.6% |
| Participation rate | 72.5% | 71.7%+0.9pp | 75.1%-2.5pp | 71.5%+1.1pp |
| Annual return | -8.46% | -6.02%-2.4pp | 27.45%-35.9pp | 32.82%-41.3pp |
| Employer contribution / active EE | $924 | $3,166-70.8% | $3,635-74.6% | $2,506-63.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $113 | $452-75.1% | $6,410-98.2% | $188-40.1% |