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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,786,112 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $89,520 |
RUBINBROWN LLP2 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $17,925 |
Service code 10 · EIN 31-0800053 | Accounting | $11,525 |
MATRIX TRUST COMPANY5 years Filed as: BROADRIDGE Service code 15 · EIN 22-3844417 | Recordkeeping | $11,444 |
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 | $180,511 | $106,222+69.9% | $81,930+120.3% | $106,222+69.9% |
| Participation rate | 98.1% | 70.8%+27.3pp | 72.0%+26.1pp | 70.8%+27.3pp |
| Annual return | 14.16% | 21.69%-7.5pp | 29.49%-15.3pp | 21.69%-7.5pp |
| Employer contribution / active EE | $4,426 | $2,723+62.5% | $4,310+2.7% | $2,723+62.5% |
| Participant deferral / active EE | $7,818 | $4,600+70.0% | $7,107+10.0% | $4,600+70.0% |
| Admin fee / account holder | $92 | $78+17.8% | $5,158-98.2% | $78+17.8% |