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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,650,522 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $22,875 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $471,387 | $156,529+201.1% | $93,606+403.6% | $82,204+473.4% |
| Participation rate | 91.5% | 86.5%+5.0pp | 75.8%+15.7pp | 73.4%+18.1pp |
| Annual return | 16.32% | 20.36%-4.0pp | 32.76%-16.4pp | 26.31%-10.0pp |
| Employer contribution / active EE | $13,899 | $4,800+189.6% | $2,718+411.4% | $2,707+413.4% |
| Participant deferral / active EE | $16,801 | $6,674+151.7% | $4,069+312.9% | $4,246+295.7% |
| Admin fee / account holder | $110 | $65+70.2% | $7,888-98.6% | $76+45.7% |