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 10-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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $204,274 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $90,000 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $48,245 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $27,276 |
WINDES, INC.5 years Filed as: WINDES Service code 10 · EIN 95-3001179 | Accounting | $16,300 |
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 | $84,229 | $241,101-65.1% | $103,333-18.5% | $199,593-57.8% |
| Participation rate | 98.6% | 78.3%+20.3pp | 74.5%+24.1pp | 72.0%+26.6pp |
| Annual return | 16.88% | 17.80%-0.9pp | 24.88%-8.0pp | 34.25%-17.4pp |
| Employer contribution / active EE | $3,575 | $4,244-15.8% | $3,868-7.6% | $3,034+17.8% |
| Participant deferral / active EE | $10,427 | $3,958+163.4% | $5,057+106.2% | $5,087+105.0% |
| Admin fee / account holder | $168 | $288-41.5% | $8,355-98.0% | $269-37.4% |