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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,500 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 27 PO BOX 74987 · CHICAGO, IL 60675 | Advisory (Plan) | $11,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,369 | $185,342-55.0% | $111,297-25.1% | $86,799-4.0% |
| Participation rate | 97.1% | 81.0%+16.1pp | 77.3%+19.8pp | 72.3%+24.8pp |
| Annual return | 15.45% | 500.80%-485.3pp | 54.65%-39.2pp | 97.91%-82.5pp |
| Employer contribution / active EE | $3,961 | $2,246+76.4% | $2,731+45.1% | $2,405+64.7% |
| Participant deferral / active EE | $5,697 | $4,458+27.8% | $4,487+27.0% | $4,131+37.9% |
| Admin fee / account holder | $119 | $255-53.6% | $7,964-98.5% | $170-30.1% |