Filed May 10, 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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,117,162 |
HAGER STRATEGIC1 year Filed as: HAGER STRATEGIC, INC. Service code 16 · EIN 52-1942556 | Consulting | $166,800 |
MERCER1 year Filed as: MERCER (US) INC. Service code 16 · EIN 13-2834414 | Consulting | $62,500 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 99 · EIN 82-2042737 | Other Fees | $17,099 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $14,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,842 | $139,268-9.6% | $177,821-29.2% | $106,222+18.5% |
| Participation rate | 95.6% | 91.6%+4.0pp | 87.7%+7.9pp | 70.8%+24.8pp |
| Annual return | 17.61% | 17.20%+0.4pp | 48.32%-30.7pp | 21.69%-4.1pp |
| Employer contribution / active EE | $3,313 | $4,832-31.4% | $5,918-44.0% | $2,723+21.7% |
| Participant deferral / active EE | $6,309 | $7,227-12.7% | $7,714-18.2% | $4,600+37.2% |
| Admin fee / account holder | $91 | $97-6.0% | $12,427-99.3% | $78+16.1% |