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 SACHS6+ years Filed as: UNITED CAPITAL Service code 15 100 SE 3RD AVENUE · FT. LAUDERDALE, FL 33394 | Recordkeeping | $71,177 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $50,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,388 | $51,288+17.7% | $81,983-26.3% | $73,409-17.7% |
| Participation rate | 93.7% | 64.0%+29.7pp | 69.2%+24.4pp | 72.2%+21.5pp |
| Annual return | 16.82% | 29.48%-12.7pp | 41.31%-24.5pp | 59.29%-42.5pp |
| Employer contribution / active EE | $1,489 | $1,487+0.1% | $2,498-40.4% | $2,234-33.3% |
| Participant deferral / active EE | $4,755 | $2,715+75.1% | $3,722+27.7% | $3,805+25.0% |
| Admin fee / account holder | $172 | $125+37.6% | $5,664-97.0% | $158+9.2% |