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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,803 |
Filed as: BLACKBURN, CHILDERS & STEAGALLPLC Service code 10 · EIN 62-0647474 | Accounting | $12,500 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $142 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $146,138 | $47,977+204.6% | $154,107-5.2% | $56,287+159.6% |
| Participation rate | 95.7% | 66.2%+29.5pp | 83.0%+12.7pp | 69.9%+25.8pp |
| Annual return | -5.42% | 3.54%-9.0pp | 735.12%-740.5pp | -9.96%+4.5pp |
| Employer contribution / active EE | $8,407 | $2,169+287.7% | $5,298+58.7% | $2,111+298.3% |
| Participant deferral / active EE | $4,274 | $2,392+78.7% | $5,081-15.9% | $3,350+27.6% |
| Admin fee / account holder | $208 | $438-52.6% | $13,411-98.4% | $521-60.1% |