See peer percentile detail with Solo.
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 |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: VISION CAPITAL PARTNERS Service code 28 21500 HAGGERTY ROAD · NORTHVILLE, MI 48167 | Investment Management | $10,323 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $5,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,082 | $70,667-58.8% | $123,104-76.4% | $52,331-44.4% |
| Participation rate | 36.4% | 83.7%-47.3pp | 86.8%-50.4pp | 68.1%-31.7pp |
| Annual return | 3.39% | 6.23%-2.8pp | 13.22%-9.8pp | 4.54%-1.1pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,649 | $4,493-63.3% | $6,230-73.5% | $3,022-45.4% |
| Admin fee / account holder | $283 | $506-44.0% | $9,015-96.9% | $592-52.1% |