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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,163 |
KREISCHER MILLER3+ years Service code 10 · EIN 23-1980475 | Accounting | $15,714 |
Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $14,978 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,069 | $60,545-52.0% | $92,233-68.5% | $69,631-58.3% |
| Participation rate | 92.4% | 72.2%+20.3pp | 76.5%+15.9pp | 70.7%+21.7pp |
| Annual return | 16.09% | 19.71%-3.6pp | 176.28%-160.2pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $489 | $2,633-81.4% | $3,679-86.7% | $2,032-75.9% |
| Participant deferral / active EE | $2,909 | $2,828+2.9% | $3,897-25.4% | $3,224-9.8% |
| Admin fee / account holder | $38 | $145-73.7% | $5,194-99.3% | $110-65.5% |