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 |
|---|---|---|
CVAGS, LLC4+ years Filed as: CVAGS LLC Service code 27 · EIN 27-2579538 | Advisory (Plan) | $23,572 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,295 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $44,297 | $59,186-25.2% | $76,768-42.3% | $56,287-21.3% |
| Participation rate | 88.7% | 75.2%+13.5pp | 77.0%+11.7pp | 69.9%+18.8pp |
| Annual return | -5.01% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,672 | $1,759-4.9% | $2,485-32.7% | $2,111-20.8% |
| Participant deferral / active EE | $2,349 | $3,255-27.8% | $3,852-39.0% | $3,350-29.9% |
| Admin fee / account holder | $190 | $489-61.2% | $6,675-97.2% | $521-63.6% |