Filed January 12, 2018 (most recent of 2 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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,879,705 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 51 · EIN 36-3109431 | Investment Mgmt Fees | $113,614 |
ALIGHT SOLUTIONS LLC1 year Service code 16 · EIN 82-1061233 | Consulting | $18,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,120 | $164,350+10.8% | $95,952+89.8% | $106,222+71.5% |
| Participation rate | 96.8% | 90.5%+6.3pp | 77.1%+19.7pp | 70.8%+26.0pp |
| Annual return | 12.57% | 14.56%-2.0pp | 91.61%-79.0pp | 21.69%-9.1pp |
| Employer contribution / active EE | $5,304 | $4,292+23.6% | $2,541+108.8% | $2,723+94.8% |
| Participant deferral / active EE | $8,477 | $7,854+7.9% | $4,167+103.4% | $4,600+84.3% |
| Admin fee / account holder | $116 | $65+77.5% | $6,795-98.3% | $78+48.2% |