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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $23,393 |
HAPANOWICZ & ASSOCIATES7+ years Service code 26 · EIN 25-1839938 | Advisory (Participants) | $20,745 |
Filed as: CAPITAL RETIREMENT PLAN SERVICES IN Service code 13 · EIN 25-1802421 | Contract Administrator | $4,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,893 | $185,342-67.7% | $111,297-46.2% | $86,799-31.0% |
| Participation rate | 86.0% | 81.0%+5.0pp | 77.3%+8.7pp | 72.3%+13.7pp |
| Annual return | 15.73% | 500.80%-485.1pp | 54.65%-38.9pp | 97.91%-82.2pp |
| Employer contribution / active EE | $1,303 | $2,246-42.0% | $2,731-52.3% | $2,405-45.8% |
| Participant deferral / active EE | $1,596 | $4,458-64.2% | $4,487-64.4% | $4,131-61.4% |
| Admin fee / account holder | $106 | $255-58.6% | $7,964-98.7% | $170-37.6% |