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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $106,223 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $57,916 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $40,387 |
KREISCHER MILLER10+ years Service code 10 · EIN 23-1980475 | Accounting | $20,090 |
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 | $82,467 | $241,101-65.8% | $103,333-20.2% | $199,593-58.7% |
| Participation rate | 94.4% | 78.3%+16.1pp | 74.5%+19.9pp | 72.0%+22.4pp |
| Annual return | 10.49% | 17.80%-7.3pp | 24.88%-14.4pp | 34.25%-23.8pp |
| Employer contribution / active EE | $5,778 | $4,244+36.1% | $3,868+49.4% | $3,034+90.4% |
| Participant deferral / active EE | $3,896 | $3,958-1.6% | $5,057-23.0% | $5,087-23.4% |
| Admin fee / account holder | $101 | $288-64.7% | $8,355-98.8% | $269-62.3% |