See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,233,778 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $896,655 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES INC Service code 27 · EIN 59-3099288 | Advisory (Plan) | $193,662 |
Filed as: SMITH, GAMBRELL & RUSSELL LLP Service code 29 · EIN 58-0967450 | Legal | $75,455 |
BDO USA, LLP4 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $24,852 |
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 | $143,696 | $143,889-0.1% | $189,513-24.2% | $106,520+34.9% |
| Participation rate | 98.3% | 89.1%+9.1pp | 87.8%+10.4pp | 71.3%+26.9pp |
| Annual return | 14.72% | 17.38%-2.7pp | 555.15%-540.4pp | 19.28%-4.6pp |
| Employer contribution / active EE | $2,482 | $4,416-43.8% | $6,162-59.7% | $2,840-12.6% |
| Participant deferral / active EE | $8,076 | $7,575+6.6% | $8,221-1.8% | $4,948+63.2% |
| Admin fee / account holder | $67 | $98-31.6% | $12,045-99.4% | $75-9.9% |