Filed April 11, 2022
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 9-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 49 · EIN 04-1590850 | Other Services | $17,685 |
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
WILMINGTON TRUST1 year Service code 52 · EIN 38-4065333 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,631 | $127,481+13.5% | $149,696-3.4% | $90,288+60.2% |
| Participation rate | 97.9% | 78.2%+19.7pp | 82.5%+15.4pp | 73.4%+24.5pp |
| Annual return | 13.94% | 57.78%-43.8pp | 276.60%-262.7pp | 53.97%-40.0pp |
| Employer contribution / active EE | $3,637 | $3,448+5.5% | $4,644-21.7% | $2,524+44.1% |
| Participant deferral / active EE | $8,698 | $6,975+24.7% | $6,842+27.1% | $4,232+105.5% |
| Admin fee / account holder | $3 | $152-98.0% | $9,309-100.0% | $114-97.4% |