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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,135 |
KREISCHER MILLER7+ years Service code 10 · EIN 23-1980475 | Accounting | $48,066 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $40,882 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,639 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,523 | $88,770+4.2% | $109,143-15.2% | $93,030-0.5% |
| Participation rate | 95.3% | 81.5%+13.8pp | 75.9%+19.4pp | 73.9%+21.4pp |
| Annual return | 11.59% | 60.64%-49.1pp | 25.75%-14.2pp | 158.70%-147.1pp |
| Employer contribution / active EE | $5,476 | $3,780+44.9% | $3,722+47.1% | $2,706+102.4% |
| Participant deferral / active EE | $3,643 | $3,630+0.4% | $4,653-21.7% | $4,562-20.2% |
| Admin fee / account holder | $86 | $172-50.3% | $6,752-98.7% | $152-43.5% |