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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,664 |
KREISCHER MILLER5+ years Service code 10 · EIN 23-1980475 | Accounting | $16,385 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $13,007 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,860 | $66,051-62.4% | $92,893-73.2% | $77,787-68.0% |
| Participation rate | 95.4% | 81.0%+14.4pp | 76.0%+19.4pp | 73.2%+22.2pp |
| Annual return | 20.09% | 20.69%-0.6pp | 109.41%-89.3pp | 32.57%-12.5pp |
| Employer contribution / active EE | $492 | $3,426-85.6% | $3,653-86.5% | $2,504-80.4% |
| Participant deferral / active EE | $2,761 | $3,013-8.4% | $4,236-34.8% | $3,967-30.4% |
| Admin fee / account holder | $31 | $148-79.4% | $5,794-99.5% | $100-69.5% |