Filed November 4, 2021 (most recent of 2 filings on file)
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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,815 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $4,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,049 | $58,778-23.4% | $129,295-65.2% | $77,671-42.0% |
| Participation rate | 92.3% | 59.2%+33.1pp | 69.6%+22.7pp | 70.6%+21.8pp |
| Annual return | 14.01% | 24.73%-10.7pp | 9429.28%-9415.3pp | 31.21%-17.2pp |
| Employer contribution / active EE | $1,521 | $1,952-22.1% | $4,157-63.4% | $2,726-44.2% |
| Participant deferral / active EE | $3,943 | $3,212+22.7% | $4,169-5.4% | $4,648-15.2% |
| Admin fee / account holder | $112 | $589-81.0% | $7,665-98.5% | $430-73.9% |