Filed April 11, 2019 (most recent of 12 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,274,918 |
HEWITT ASSOCIATES LLC1+ years Service code 16 · EIN 36-2235791 | Consulting | $17,550 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,209 | $117,928+234.3% | $77,999+405.4% | $65,292+503.8% |
| Participation rate | 92.0% | 85.6%+6.4pp | 75.5%+16.5pp | 72.4%+19.6pp |
| Annual return | 9.25% | 11.37%-2.1pp | 425.96%-416.7pp | 11.84%-2.6pp |
| Employer contribution / active EE | $8,440 | $3,999+111.0% | $2,470+241.7% | $2,302+266.7% |
| Participant deferral / active EE | $15,246 | $5,945+156.4% | $3,497+336.0% | $3,579+326.0% |
| Admin fee / account holder | $71 | $66+6.6% | $5,480-98.7% | $57+22.9% |