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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 |
|---|---|---|
DISCIPLINED INVESTORS LLC4 years Service code 27 · EIN 74-2889405 | Advisory (Plan) | $27,212 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,772 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,731 | $96,484-36.0% | $156,263-60.5% | $74,304-16.9% |
| Participation rate | 93.8% | 67.7%+26.2pp | 78.9%+14.9pp | 60.3%+33.5pp |
| Annual return | 15.81% | 17.73%-1.9pp | 59.47%-43.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,916 | $2,528+15.3% | $4,333-32.7% | $2,241+30.1% |
| Participant deferral / active EE | $5,875 | $4,286+37.1% | $6,158-4.6% | $3,767+55.9% |
| Admin fee / account holder | $276 | $3,728-92.6% | $14,255-98.1% | $2,969-90.7% |