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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,932 |
KREISCHER MILLER4+ years Service code 10 · EIN 23-1980475 | Accounting | $16,122 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $12,558 |
Annual investment return 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 | $25,957 | $56,443-54.0% | $83,848-69.0% | $55,725-53.4% |
| Participation rate | 94.4% | 72.0%+22.4pp | 76.1%+18.3pp | 70.9%+23.5pp |
| Annual return | -6.60% | 393.67%-400.3pp | 850.88%-857.5pp | 244.93%-251.5pp |
| Employer contribution / active EE | $518 | $2,682-80.7% | $3,631-85.7% | $2,078-75.1% |
| Participant deferral / active EE | $3,023 | $2,965+2.0% | $4,082-25.9% | $3,356-9.9% |
| Admin fee / account holder | $36 | $156-77.0% | $5,478-99.3% | $115-68.9% |