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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.
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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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,061 |
FIDUCIARY PLAN CONSULTANTS LLC2 years Filed as: FIDUCIARY PLAN CONSULTANTS Service code 27 · EIN 47-1186155 | Advisory (Plan) | $12,187 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,093 | $78,419-32.3% | $133,956-60.4% | $73,409-27.7% |
| Participation rate | 80.7% | 78.6%+2.1pp | 79.8%+0.9pp | 72.2%+8.5pp |
| Annual return | 13.95% | 33.35%-19.4pp | 45.09%-31.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,073 | $2,044-47.5% | $3,919-72.6% | $2,234-51.9% |
| Participant deferral / active EE | $2,939 | $3,925-25.1% | $5,048-41.8% | $3,805-22.8% |
| Admin fee / account holder | $112 | $161-30.7% | $8,927-98.7% | $158-29.2% |