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 |
|---|---|---|
Filed as: PHILLIPS COMPANY Service code 27 · EIN 45-3709458 | Advisory (Plan) | $30,000 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,846 |
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 | $87,288 | $106,236-17.8% | $112,228-22.2% | $64,808+34.7% |
| Participation rate | 84.0% | 71.7%+12.3pp | 75.1%+9.0pp | 71.5%+12.6pp |
| Annual return | -14.05% | -6.02%-8.0pp | 27.45%-41.5pp | 32.82%-46.9pp |
| Employer contribution / active EE | $5,342 | $3,166+68.7% | $3,635+47.0% | $2,506+113.2% |
| Participant deferral / active EE | $7,555 | $3,785+99.6% | $4,728+59.8% | $4,310+75.3% |
| Admin fee / account holder | $199 | $452-56.0% | $6,410-96.9% | $188+5.8% |