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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $825,654 |
IVINS, PHILLIPS & BARKER1 year Service code 29 · EIN 52-1229560 | Legal | $95,513 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $38,648 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $25,560 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,546 | $97,018-1.5% | $149,696-36.2% | $106,222-10.1% |
| Participation rate | 94.6% | 67.0%+27.6pp | 82.5%+12.1pp | 70.8%+23.8pp |
| Annual return | 14.09% | 24.13%-10.0pp | 276.60%-262.5pp | 21.69%-7.6pp |
| Employer contribution / active EE | $3,708 | $2,520+47.2% | $4,644-20.2% | $2,723+36.1% |
| Participant deferral / active EE | $8,353 | $5,988+39.5% | $6,842+22.1% | $4,600+81.6% |
| Admin fee / account holder | $61 | $72-16.0% | $9,309-99.3% | $78-22.8% |