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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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,509 |
Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 27 74 W BROAD ST · BETHLEHEM, PA 18018 | Advisory (Plan) | $22,244 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,577 | $64,286-68.0% | $90,951-77.4% | $73,409-72.0% |
| Participation rate | 96.5% | 63.6%+32.9pp | 69.0%+27.5pp | 72.2%+24.3pp |
| Annual return | 17.00% | 21.45%-4.5pp | 134.60%-117.6pp | 59.29%-42.3pp |
| Employer contribution / active EE | $1,320 | $895+47.6% | $2,122-37.8% | $2,234-40.9% |
| Participant deferral / active EE | $2,477 | $2,453+1.0% | $3,373-26.6% | $3,805-34.9% |
| Admin fee / account holder | $152 | $287-47.2% | $5,959-97.5% | $158-3.9% |