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.
See the 6-year trajectory with Solo.
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 |
|---|---|---|
SHEARER ASSOCIATES1 year Filed as: SHEARER AUTOMOTIVE GROUP Service code 50 1325 SHELBURNE ROAD · S. BURLINGTON, VT 05403 | Direct Payment | $9,504 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,735 |
ASCENSUS LLC4+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,730 | $59,805+1.5% | $79,550-23.7% | $68,494-11.3% |
| Participation rate | 76.4% | 61.1%+15.3pp | 69.5%+6.9pp | 67.9%+8.5pp |
| Annual return | -20.76% | -12.30%-8.5pp | 0.16%-20.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,566 | $1,505+4.0% | $2,413-35.1% | $2,596-39.7% |
| Participant deferral / active EE | $4,221 | $3,024+39.6% | $3,985+5.9% | $4,027+4.8% |
| Admin fee / account holder | $95 | $4,835-98.0% | $6,832-98.6% | $5,403-98.2% |