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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,639,965 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $86,913 |
RR DONNELLEY1 year Filed as: RR DONNELLEY & SONS CO. Service code 38 · EIN 36-1004130 | Participant Communication | $39,158 |
Service code 10 · EIN 31-0800053 | Accounting | $22,600 |
MATRIX TRUST COMPANY4 years Filed as: BROADRIDGE Service code 15 · EIN 22-3844417 | Recordkeeping | $11,847 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $6,300 |
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 | $174,103 | $89,569+94.4% | $76,817+126.6% | $89,569+94.4% |
| Participation rate | 98.4% | 69.6%+28.9pp | 72.1%+26.4pp | 69.6%+28.9pp |
| Annual return | 21.62% | 34.56%-12.9pp | 1166.11%-1144.5pp | 34.56%-12.9pp |
| Employer contribution / active EE | $4,198 | $2,584+62.4% | $2,302+82.4% | $2,584+62.4% |
| Participant deferral / active EE | $7,453 | $4,220+76.6% | $3,336+123.4% | $4,220+76.6% |
| Admin fee / account holder | $91 | $72+27.1% | $6,420-98.6% | $72+27.1% |