See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TFB ADVISORS, LLC2 years Service code 15 · EIN 84-4383499 | Recordkeeping | $48,796 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $26,165 |
Filed as: PICKETT, CHANEY AND MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $10,100 |
TAX FAVORED BENEFITS, INC.6 years Service code 13 · EIN 48-0912395 | Contract Administrator | $4,275 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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 | $54,170 | $79,171-31.6% | $102,423-47.1% | $74,495-27.3% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 12.32% | 54.93%-42.6pp | 29.32%-17.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,086 | $2,362-11.7% | $3,023-31.0% | $2,623-20.5% |
| Participant deferral / active EE | $5,526 | $4,415+25.2% | $5,053+9.4% | $4,346+27.2% |
| Admin fee / account holder | $285 | $2,001-85.8% | $9,451-97.0% | $1,942-85.3% |