Filed January 27, 2022 (most recent of 2 filings on file)
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 | $14,739 |
ALGER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,399 | $51,466-31.2% | $78,778-55.1% | $62,292-43.2% |
| Participation rate | 87.5% | 59.8%+27.7pp | 69.2%+18.3pp | 69.5%+18.0pp |
| Annual return | 16.28% | 19.96%-3.7pp | 35.62%-19.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $701 | $827-15.2% | $1,986-64.7% | $2,042-65.7% |
| Participant deferral / active EE | $2,836 | $2,147+32.1% | $2,958-4.1% | $3,169-10.5% |
| Admin fee / account holder | $67 | $489-86.4% | $5,134-98.7% | $479-86.1% |