Filed March 22, 2018
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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,048 |
CHERRY BEKAERT LLP3+ years Service code 14 · EIN 56-0574444 | Plan Administrator | $15,593 |
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 | $61,554 | $44,989+36.8% | $170,442-63.9% | $77,958-21.0% |
| Participation rate | 93.4% | 64.6%+28.8pp | 83.6%+9.8pp | 71.6%+21.7pp |
| Annual return | 44.35% | 19.61%+24.7pp | 205.93%-161.6pp | 20.87%+23.5pp |
| Employer contribution / active EE | $4,659 | $1,466+217.7% | $5,433-14.2% | $2,310+101.6% |
| Participant deferral / active EE | $3,104 | $2,208+40.6% | $4,939-37.2% | $3,537-12.2% |
| Admin fee / account holder | $61 | $69-11.6% | $13,880-99.6% | $97-37.4% |