Filed February 22, 2023 (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 |
|---|---|---|
BANCWEST INVESTMENT SERVICES INC3+ years Filed as: BANCWEST INVESTMENT SERVICES Service code 11 · EIN 13-3618472 | Actuarial | $9,126 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,880 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | 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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,983 | $48,064+12.3% | $78,778-31.5% | $69,631-22.5% |
| Participation rate | 88.3% | 61.6%+26.7pp | 69.2%+19.1pp | 70.7%+17.6pp |
| Annual return | 10.56% | 21.81%-11.3pp | 35.62%-25.1pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $4 | $744-99.5% | $1,986-99.8% | $2,032-99.8% |
| Participant deferral / active EE | $1,767 | $2,079-15.0% | $2,958-40.3% | $3,224-45.2% |
| Admin fee / account holder | $19 | $152-87.5% | $5,134-99.6% | $110-82.8% |