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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $105,143 |
HARDY REED LLC10+ years Service code 16 · EIN 20-5400340 | Consulting | $40,000 |
Filed as: WPB PLLC Service code 15 · EIN 64-0933806 | Recordkeeping | $23,750 |
SHERIDAN ROAD ADVISORS LLC7 years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 16 · EIN 35-0672425 | Consulting | $7,500 |
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 | $64,681 | $2,679,533-97.6% | $164,813-60.8% | $199,593-67.6% |
| Participation rate | 96.4% | 78.3%+18.1pp | 78.6%+17.8pp | 72.0%+24.4pp |
| Annual return | 12.05% | 17.93%-5.9pp | 69.93%-57.9pp | 34.25%-22.2pp |
| Employer contribution / active EE | $1,436 | $2,970-51.6% | $4,341-66.9% | $3,034-52.7% |
| Participant deferral / active EE | $4,226 | $5,010-15.6% | $6,031-29.9% | $5,087-16.9% |
| Admin fee / account holder | $86 | $1,982-95.7% | $12,690-99.3% | $269-68.1% |