See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,988 |
Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 27 74 W BROAD ST · BETHLEHEM, PA 18018 | Advisory (Plan) | $26,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,773 | $42,353-27.3% | $79,550-61.3% | $64,808-52.5% |
| Participation rate | 41.6% | 64.8%-23.2pp | 69.5%-27.9pp | 71.5%-29.9pp |
| Annual return | -15.68% | -12.24%-3.4pp | 0.16%-15.8pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,246 | $1,181+5.5% | $2,413-48.4% | $2,506-50.3% |
| Participant deferral / active EE | $2,218 | $3,170-30.0% | $3,985-44.3% | $4,310-48.5% |
| Admin fee / account holder | $180 | $160+13.1% | $6,832-97.4% | $188-3.9% |