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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,004 |
FIDUCIENT ADVISORS LLC2 years Service code 27 PO BOX 856577 · MINNEAPOLIS, MN 554856577 | Advisory (Plan) | $30,000 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC. Service code 27 100 NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $7,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,428 | $88,890+4.0% | $102,423-9.8% | $77,643+19.0% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.5%+20.5pp | 70.6%+26.4pp |
| Annual return | 12.66% | 24.98%-12.3pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $3,690 | $2,698+36.8% | $3,023+22.0% | $2,726+35.4% |
| Participant deferral / active EE | $6,654 | $5,145+29.3% | $5,053+31.7% | $4,647+43.2% |
| Admin fee / account holder | $182 | $235-22.8% | $9,451-98.1% | $430-57.8% |