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 |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON HILL INVESTMENT ADVISORS Service code 27 5500 FRANTZ RD · DUBLIN, OH 43017 | Advisory (Plan) | $16,206 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,156 |
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.
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 | $36,775 | $136,307-73.0% | $177,821-79.3% | $73,488-50.0% |
| Participation rate | 80.7% | 86.1%-5.4pp | 87.7%-7.0pp | 70.7%+10.0pp |
| Annual return | 31.65% | 18.68%+13.0pp | 48.32%-16.7pp | 28.51%+3.1pp |
| Employer contribution / active EE | $2,020 | $3,712-45.6% | $5,918-65.9% | $2,270-11.0% |
| Participant deferral / active EE | $3,189 | $5,829-45.3% | $7,714-58.7% | $3,740-14.7% |
| Admin fee / account holder | $249 | $596-58.2% | $12,427-98.0% | $513-51.5% |