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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,582 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $57,967 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $38,899 |
KREISCHER MILLER9+ years Service code 10 · EIN 23-1980475 | Accounting | $18,990 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,932 | $88,480-8.5% | $96,683-16.3% | $80,160+1.0% |
| Participation rate | 94.2% | 79.9%+14.3pp | 74.3%+19.8pp | 72.9%+21.3pp |
| Annual return | 15.18% | 22.53%-7.4pp | 35.69%-20.5pp | 40.38%-25.2pp |
| Employer contribution / active EE | $5,332 | $4,176+27.7% | $3,737+42.7% | $2,978+79.1% |
| Participant deferral / active EE | $3,823 | $3,959-3.4% | $4,878-21.6% | $5,017-23.8% |
| Admin fee / account holder | $87 | $212-58.8% | $6,730-98.7% | $145-39.7% |