Filed October 13, 2023 (most recent of 3 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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $70,741 |
CORPORATE BENEFITS CONSULTANTS INC10+ years Service code 27 8500 BROOKTREE ROAD · WEXFORD, PA 15090 | Advisory (Plan) | $42,972 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $7,207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,711 | $50,815-49.4% | $155,509-83.5% | $77,643-66.9% |
| Participation rate | 94.7% | 63.1%+31.6pp | 78.2%+16.5pp | 70.6%+24.1pp |
| Annual return | 12.03% | 34.80%-22.8pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,533 | $1,993-23.1% | $4,672-67.2% | $2,726-43.8% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $140 | $437-67.9% | $15,912-99.1% | $430-67.4% |