Filed April 4, 2018
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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,045 |
APTUS FINANCIAL LLC4 years Filed as: APTUS FINANCIAL Service code 27 · EIN 45-5430473 | Advisory (Plan) | $6,332 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,586 | $89,436-7.7% | $164,813-49.9% | $77,643+6.4% |
| Participation rate | 99.7% | 78.6%+21.1pp | 78.6%+21.1pp | 70.6%+29.1pp |
| Annual return | 20.26% | 28.83%-8.6pp | 69.93%-49.7pp | 31.24%-11.0pp |
| Employer contribution / active EE | $5,605 | $2,569+118.2% | $4,341+29.1% | $2,726+105.6% |
| Participant deferral / active EE | $8,606 | $4,897+75.7% | $6,031+42.7% | $4,647+85.2% |
| Admin fee / account holder | $51 | $339-85.0% | $12,690-99.6% | $430-88.2% |