Filed April 19, 2023 (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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $857,611 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $485,294 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $100,016 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $29,500 |
MATRIX TRUST COMPANY9 years Filed as: BROADRIDGE Service code 15 · EIN 22-3844417 | Recordkeeping | $12,602 |
RUBINBROWN LLP6 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $8,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $174,633 | $106,382+64.2% | $81,382+114.6% | $106,382+64.2% |
| Participation rate | 97.8% | 69.9%+27.9pp | 69.5%+28.3pp | 69.9%+27.9pp |
| Annual return | 12.13% | 17.37%-5.2pp | 24.73%-12.6pp | 17.37%-5.2pp |
| Employer contribution / active EE | $4,903 | $3,364+45.8% | $2,463+99.1% | $3,364+45.8% |
| Participant deferral / active EE | $9,010 | $5,569+61.8% | $3,883+132.0% | $5,569+61.8% |
| Admin fee / account holder | $66 | $79-16.9% | $5,768-98.9% | $79-16.9% |