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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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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 |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,672 |
Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 27 74 W BROAD ST · BETHLEHEM, PA 18018 | Advisory (Plan) | $15,116 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,022 | $40,174-60.1% | $84,015-80.9% | $67,579-76.3% |
| Participation rate | 96.2% | 62.7%+33.5pp | 69.0%+27.2pp | 71.3%+24.9pp |
| Annual return | 25.35% | 25.82%-0.5pp | 71.31%-46.0pp | 378.56%-353.2pp |
| Employer contribution / active EE | $2,270 | $808+181.1% | $1,983+14.5% | $2,148+5.7% |
| Participant deferral / active EE | $3,222 | $2,301+40.0% | $3,239-0.5% | $3,539-9.0% |
| Admin fee / account holder | $129 | $128+0.3% | $6,101-97.9% | $142-9.5% |