Filed July 28, 2017 (most recent of 2 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 |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $141,356 |
CAPFINANCIAL PARTNERS LLC11+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $56,753 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $24,791 |
KREISCHER MILLER11+ years Service code 10 · EIN 23-1980475 | Accounting | $21,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,535 | $103,641-18.4% | $107,525-21.4% | $102,872-17.8% |
| Participation rate | 94.8% | 79.4%+15.4pp | 75.1%+19.8pp | 73.0%+21.8pp |
| Annual return | 15.96% | 13.08%+2.9pp | 181.32%-165.4pp | 19.06%-3.1pp |
| Employer contribution / active EE | $5,191 | $5,096+1.9% | $3,754+38.3% | $3,526+47.2% |
| Participant deferral / active EE | $4,129 | $3,789+9.0% | $5,116-19.3% | $5,535-25.4% |
| Admin fee / account holder | $107 | $276-61.4% | $8,919-98.8% | $292-63.5% |