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 |
|---|---|---|
DAVID ROMANO1 year Filed as: DAVID VAUGHAN INVESTMENTS, LLC Service code 51 5823 N. FOREST PARK DRIVE · PEORIA, IL 616143559 | Investment Mgmt Fees | $68,748 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,583 | $76,000+49.5% | $154,107-26.3% | $64,186+77.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.01% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,842 | $3,351+44.5% | $5,298-8.6% | $2,381+103.4% |
| Participant deferral / active EE | $2,999 | $3,175-5.5% | $5,081-41.0% | $3,470-13.5% |
| Admin fee / account holder | $663 | $5,596-88.2% | $13,411-95.1% | $4,888-86.4% |