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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $141,021 |
LPL FINANCIAL1 year Filed as: LPL HOLDINGS 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 | $106,805 | $128,899-17.1% | $113,168-5.6% | $102,872+3.8% |
| Participation rate | 97.1% | 87.0%+10.1pp | 76.6%+20.5pp | 73.0%+24.1pp |
| Annual return | 16.89% | 15.88%+1.0pp | 24.27%-7.4pp | 19.06%-2.2pp |
| Employer contribution / active EE | $4,143 | $3,713+11.6% | $2,975+39.2% | $3,526+17.5% |
| Participant deferral / active EE | $4,898 | $6,787-27.8% | $5,107-4.1% | $5,535-11.5% |
| Admin fee / account holder | $142 | $129+9.8% | $12,068-98.8% | $292-51.4% |