Filed September 25, 2024
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $458,377 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $196,561 |
IVINS, PHILLIPS & BARKER1 year Filed as: IVINS PHILLIPS & BARKER Service code 29 · EIN 52-1229560 | Legal | $106,320 |
STATE STREET GLOBAL ADVISORS6 years Service code 49 · EIN 81-4017137 | Other Services | $54,563 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $53,286 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $36,800 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $31,387 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,987 | $119,627-1.4% | $146,958-19.7% | $99,062+19.1% |
| Participation rate | 96.2% | 73.4%+22.8pp | 82.2%+14.1pp | 71.6%+24.6pp |
| Annual return | 11.96% | 28.82%-16.9pp | 418.34%-406.4pp | 17.66%-5.7pp |
| Employer contribution / active EE | $4,658 | $4,153+12.2% | $4,933-5.6% | $3,262+42.8% |
| Participant deferral / active EE | $11,068 | $7,997+38.4% | $8,070+37.2% | $5,331+107.6% |
| Admin fee / account holder | $48 | $150-68.1% | $12,998-99.6% | $109-56.2% |