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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,241 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $56,581 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $35,750 |
KREISCHER MILLER8+ years Service code 10 · EIN 23-1980475 | Accounting | $17,994 |
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 | $73,744 | $76,774-3.9% | $112,228-34.3% | $77,904-5.3% |
| Participation rate | 95.1% | 80.2%+15.0pp | 75.1%+20.1pp | 73.7%+21.5pp |
| Annual return | -16.96% | -10.25%-6.7pp | 27.45%-44.4pp | 12.21%-29.2pp |
| Employer contribution / active EE | $6,026 | $3,977+51.5% | $3,635+65.8% | $2,848+111.6% |
| Participant deferral / active EE | $3,721 | $3,778-1.5% | $4,728-21.3% | $4,806-22.6% |
| Admin fee / account holder | $86 | $239-64.2% | $6,410-98.7% | $133-35.5% |