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 9-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $253,382 |
BRYAN CAVE LLP2 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $45,481 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,715 | $124,049-14.8% | $95,952+10.2% | $93,223+13.4% |
| Participation rate | 80.6% | 88.4%-7.8pp | 77.1%+3.5pp | 74.9%+5.7pp |
| Annual return | 9.88% | 22.17%-12.3pp | 91.61%-81.7pp | 19.29%-9.4pp |
| Employer contribution / active EE | $5,368 | $3,478+54.3% | $2,541+111.2% | $2,680+100.3% |
| Participant deferral / active EE | $0 | $6,147-100.0% | $4,167-100.0% | $4,563-100.0% |
| Admin fee / account holder | $37 | $73-49.3% | $6,795-99.5% | $79-53.5% |