Filed December 8, 2014
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.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $8,285 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $6,538 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,083 | $111,491-25.5% | $189,513-56.2% | $86,799-4.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 12.83% | 83.50%-70.7pp | 555.15%-542.3pp | 97.91%-85.1pp |
| Employer contribution / active EE | $2,187 | $3,951-44.6% | $6,162-64.5% | $2,405-9.1% |
| Participant deferral / active EE | $5,418 | $6,437-15.8% | $8,221-34.1% | $4,131+31.2% |
| Admin fee / account holder | $33 | $189-82.6% | $12,045-99.7% | $170-80.6% |