Filed March 7, 2023
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 |
|---|---|---|
GOLDMAN SACHS5+ years Filed as: UNITED CAPITAL Service code 15 100 SE 3RD AVENUE · FT. LAUDERDALE, FL 33394 | Recordkeeping | $66,976 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $52,255 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,645 | $46,423+11.2% | $75,886-31.9% | $67,579-23.6% |
| Participation rate | 92.6% | 63.1%+29.5pp | 69.3%+23.3pp | 71.3%+21.3pp |
| Annual return | 21.61% | 32.29%-10.7pp | 30.76%-9.1pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,304 | $1,406-7.3% | $2,500-47.8% | $2,148-39.3% |
| Participant deferral / active EE | $4,319 | $2,564+68.4% | $3,603+19.9% | $3,539+22.0% |
| Admin fee / account holder | $165 | $132+25.0% | $5,418-97.0% | $142+15.7% |