Filed January 21, 2016
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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $219,662 |
Filed as: LOCKTON INVEST ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $41,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $201,526 | $176,491+14.2% | $95,952+110.0% | $90,288+123.2% |
| Participation rate | 44.8% | 86.6%-41.7pp | 77.1%-32.2pp | 73.4%-28.5pp |
| Annual return | 52.96% | 20.14%+32.8pp | 91.61%-38.7pp | 53.97%-1.0pp |
| Employer contribution / active EE | $5,337 | $2,789+91.4% | $2,541+110.0% | $2,524+111.4% |
| Participant deferral / active EE | $3,595 | $5,340-32.7% | $4,167-13.7% | $4,232-15.0% |
| Admin fee / account holder | $183 | $154+18.5% | $6,795-97.3% | $114+60.0% |