Filed June 14, 2023
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 |
|---|---|---|
Filed as: BEACON HILL INVESTMENT ADVISORS Service code 27 84 S. FOURTH STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $15,167 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,945 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,231 | $98,982-70.5% | $162,163-82.0% | $65,185-55.2% |
| Participation rate | 95.2% | 85.8%+9.4pp | 87.6%+7.6pp | 70.2%+25.0pp |
| Annual return | 29.14% | 24.84%+4.3pp | 115.59%-86.5pp | 29.38%-0.2pp |
| Employer contribution / active EE | $2,170 | $3,467-37.4% | $5,614-61.3% | $2,177-0.3% |
| Participant deferral / active EE | $3,957 | $5,384-26.5% | $7,298-45.8% | $3,514+12.6% |
| Admin fee / account holder | $262 | $596-56.0% | $10,843-97.6% | $847-69.0% |