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 |
|---|---|---|
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $134,528 |
THE VANGUARD GROUP, INC.11+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $71,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,283 | $108,719+158.7% | $101,326+177.6% | $85,563+228.7% |
| Participation rate | 94.4% | 80.9%+13.5pp | 81.5%+12.9pp | 66.0%+28.4pp |
| Annual return | 15.62% | 20.95%-5.3pp | 36.82%-21.2pp | 31.51%-15.9pp |
| Employer contribution / active EE | $7,555 | $3,114+142.6% | $3,665+106.1% | $2,654+184.7% |
| Participant deferral / active EE | $14,478 | $8,545+69.4% | $7,994+81.1% | $4,375+230.9% |
| Admin fee / account holder | $334 | $685-51.2% | $11,185-97.0% | $834-60.0% |