Filed July 9, 2018
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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,800 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $27,817 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,075 | $52,090-88.3% | $95,745-93.7% | $80,160-92.4% |
| Participation rate | 87.9% | 67.0%+20.9pp | 72.3%+15.6pp | 72.9%+15.0pp |
| Annual return | 20.85% | 23.29%-2.4pp | 28.35%-7.5pp | 40.38%-19.5pp |
| Employer contribution / active EE | $848 | $1,548-45.2% | $2,835-70.1% | $2,978-71.5% |
| Participant deferral / active EE | $1,365 | $3,266-58.2% | $4,245-67.9% | $5,017-72.8% |
| Admin fee / account holder | $84 | $96-12.5% | $5,678-98.5% | $145-42.1% |