Filed November 25, 2019
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 | $35,388 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 27 500 WEST MADISON ST · CHICAGO, IL 60661 | Advisory (Plan) | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,594 | $73,404+4.3% | $87,100-12.1% | $67,579+13.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 20.06% | 48.29%-28.2pp | 28.19%-8.1pp | 378.56%-358.5pp |
| Employer contribution / active EE | $3,874 | $2,014+92.3% | $2,521+53.6% | $2,148+80.4% |
| Participant deferral / active EE | $5,063 | $3,913+29.4% | $4,049+25.1% | $3,539+43.1% |
| Admin fee / account holder | $154 | $142+8.7% | $7,497-97.9% | $142+8.1% |