Filed April 1, 2021
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 | $112,782 |
MEMORIAL MEDICAL CENTER1 year Service code 26 · EIN 23-7034970 | Advisory (Participants) | $14,831 |
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 | $86,244 | $52,293+64.9% | $178,490-51.7% | $73,409+17.5% |
| Participation rate | 98.4% | 65.3%+33.0pp | 81.9%+16.4pp | 72.2%+26.2pp |
| Annual return | 15.34% | 34.75%-19.4pp | 151.07%-135.7pp | 59.29%-44.0pp |
| Employer contribution / active EE | $2,263 | $1,735+30.4% | $5,011-54.8% | $2,234+1.3% |
| Participant deferral / active EE | $4,749 | $2,332+103.6% | $5,202-8.7% | $3,805+24.8% |
| Admin fee / account holder | $109 | $127-14.7% | $13,984-99.2% | $158-31.2% |