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.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $80,483 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $54,242 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $52,040 |
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 | $199,834 | $89,282+123.8% | $94,646+111.1% | $74,419+168.5% |
| Participation rate | 52.3% | 82.4%-30.2pp | 80.8%-28.6pp | 70.7%-18.5pp |
| Annual return | 19.26% | 25.96%-6.7pp | 156.71%-137.5pp | 34.38%-15.1pp |
| Employer contribution / active EE | $4,442 | $3,022+47.0% | $3,672+21.0% | $2,637+68.4% |
| Participant deferral / active EE | $4,438 | $8,425-47.3% | $7,418-40.2% | $4,528-2.0% |
| Admin fee / account holder | $253 | $219+15.8% | $7,231-96.5% | $348-27.1% |