Filed April 23, 2018 (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 6-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $133,885 |
NEOSHO ADVISORS LLC2+ years Service code 27 · EIN 26-4141994 | Advisory (Plan) | $8,007 |
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 | $159,788 | $41,256+287.3% | $86,590+84.5% | $77,958+105.0% |
| Participation rate | 93.7% | 63.0%+30.8pp | 73.5%+20.2pp | 71.6%+22.1pp |
| Annual return | 12.28% | 17.67%-5.4pp | 964.84%-952.6pp | 20.87%-8.6pp |
| Employer contribution / active EE | $11,306 | $1,613+601.2% | $2,839+298.2% | $2,310+389.4% |
| Participant deferral / active EE | $842 | $2,332-63.9% | $3,609-76.7% | $3,537-76.2% |
| Admin fee / account holder | $108 | $71+52.0% | $4,906-97.8% | $97+10.5% |