Filed August 29, 2018 (most recent of 6 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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $355,864 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $65,966 |
BRYAN CAVE LLP6 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $22,939 |
HUBSPOT, INC.2 years Filed as: HUBSPOT, INC Service code 38 · EIN 20-2632791 | Participant Communication | $11,873 |
Service code 16 · EIN 53-0181291 | Consulting | $9,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,045 | $110,299-35.6% | $102,423-30.6% | $199,593-64.4% |
| Participation rate | 78.2% | 86.3%-8.1pp | 76.5%+1.7pp | 72.0%+6.3pp |
| Annual return | 21.95% | 35.73%-13.8pp | 29.32%-7.4pp | 34.25%-12.3pp |
| Employer contribution / active EE | $1,866 | $3,603-48.2% | $3,023-38.3% | $3,034-38.5% |
| Participant deferral / active EE | $3,220 | $6,376-49.5% | $5,053-36.3% | $5,087-36.7% |
| Admin fee / account holder | $75 | $122-38.8% | $9,451-99.2% | $269-72.2% |