Filed August 11, 2017
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 26 · EIN 23-1945930 | Advisory (Participants) | $11,821 |
MCG SECURITIES LLC1 year Filed as: MCG SECURITIES Service code 26 · EIN 30-0722214 37 WEST AVENUE · WAYNE, PA 19087 | Advisory (Participants) | $8,112 |
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 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 | $62,503 | $42,546+46.9% | $71,796-12.9% | $55,167+13.3% |
| Participation rate | 62.4% | 59.1%+3.3pp | 69.1%-6.7pp | 69.0%-6.6pp |
| Annual return | 9.24% | 12.36%-3.1pp | 78.04%-68.8pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,021 | $803+27.0% | $1,924-47.0% | $1,963-48.0% |
| Participant deferral / active EE | $3,547 | $2,064+71.8% | $2,794+26.9% | $3,054+16.1% |
| Admin fee / account holder | $131 | $650-79.8% | $4,815-97.3% | $504-73.9% |