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 49 · EIN 04-1590850 | Other Services | $12,806 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 41-1670473 | 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 | $41,139 | $40,174+2.4% | $84,015-51.0% | $67,579-39.1% |
| Participation rate | 80.0% | 62.7%+17.3pp | 69.0%+11.0pp | 71.3%+8.7pp |
| Annual return | 23.88% | 25.82%-1.9pp | 71.31%-47.4pp | 378.56%-354.7pp |
| Employer contribution / active EE | $1,101 | $808+36.3% | $1,983-44.5% | $2,148-48.8% |
| Participant deferral / active EE | $3,315 | $2,301+44.1% | $3,239+2.4% | $3,539-6.3% |
| Admin fee / account holder | $54 | $128-57.7% | $6,101-99.1% | $142-61.9% |