Filed August 23, 2018 (most recent of 3 filings on file)
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.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $85,967 |
GREENLEAF TRUST6+ years Filed as: GREENLEAF ADVISORS Service code 27 · EIN 47-1303673 | Advisory (Plan) | $26,531 |
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 | $226,200 | $87,125+159.6% | $108,410+108.7% | $86,799+160.6% |
| Participation rate | 55.7% | 80.5%-24.8pp | 80.1%-24.4pp | 72.3%-16.6pp |
| Annual return | 14.90% | 25.21%-10.3pp | 905.27%-890.4pp | 97.91%-83.0pp |
| Employer contribution / active EE | $4,993 | $2,477+101.5% | $3,558+40.3% | $2,405+107.6% |
| Participant deferral / active EE | $4,943 | $6,944-28.8% | $6,563-24.7% | $4,131+19.7% |
| Admin fee / account holder | $165 | $130+26.9% | $7,295-97.7% | $170-2.5% |