Filed April 30, 2018 (most recent of 5 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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,151 |
Filed as: DIMEO SCHNEIDER & ASSOC LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $9,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,824 | $66,513-58.2% | $178,490-84.4% | $106,222-73.8% |
| Participation rate | 11.5% | 73.8%-62.3pp | 81.9%-70.4pp | 70.8%-59.3pp |
| Annual return | 15.64% | 21.81%-6.2pp | 151.07%-135.4pp | 21.69%-6.1pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $430 | $3,679-88.3% | $5,202-91.7% | $4,600-90.6% |
| Admin fee / account holder | $20 | $53-62.6% | $13,984-99.9% | $78-74.5% |