Filed July 15, 2022 (most recent of 4 filings on file)
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $107,079 |
LPL FINANCIAL2 years Service code 16 · EIN 04-3046611 | Consulting | $55,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,120 | $99,078-10.1% | $96,544-7.7% | $74,419+19.8% |
| Participation rate | 97.4% | 80.7%+16.8pp | 76.0%+21.5pp | 70.7%+26.7pp |
| Annual return | 14.83% | 22.48%-7.7pp | 25.84%-11.0pp | 34.38%-19.6pp |
| Employer contribution / active EE | $4,205 | $2,570+63.6% | $2,965+41.8% | $2,637+59.5% |
| Participant deferral / active EE | $3,832 | $4,933-22.3% | $4,851-21.0% | $4,528-15.4% |
| Admin fee / account holder | $140 | $225-37.7% | $8,252-98.3% | $348-59.8% |