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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 |
|---|---|---|
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,390 |
AB FUNDS6 years Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL Service code 28 · EIN 41-0449260 | Investment Management | $0 |
COHEN & STEERS6 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS6 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
THE HARTFORD6 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
PIMCO FUNDS6 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Filed as: VOYA Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,218 | $80,724-24.2% | $103,333-40.8% | $74,495-17.8% |
| Participation rate | 78.0% | 65.7%+12.4pp | 74.5%+3.5pp | 67.2%+10.8pp |
| Annual return | 13.75% | 27.56%-13.8pp | 24.88%-11.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,321 | $3,157+5.2% | $3,868-14.1% | $2,623+26.6% |
| Participant deferral / active EE | $5,167 | $3,860+33.9% | $5,057+2.2% | $4,346+18.9% |
| Admin fee / account holder | $11 | $2,368-99.6% | $8,355-99.9% | $1,942-99.5% |