See peer percentile detail with Solo.
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.
See the 3-year trajectory with Solo.
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.2+ years Filed as: VANGUARD Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $393,517 |
MARITIME ASSOCIATION2+ years Service code 16 · EIN 71-1721447 | Consulting | $231,523 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $99,438 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $56,216 |
MCCONNELL VALDES LLC2+ years Filed as: MCCONNELL & JONES, CPA Service code 10 · EIN 74-0488832 | Accounting | $32,603 |
CULHANNE PLLC1 year Service code 29 · EIN 46-2822560 | Legal | $22,095 |
ROCKIT CONSULTING2+ years Service code 16 · EIN 46-0712549 | Consulting | $19,631 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $17,414 |
BYRNE SOFTWARE2+ years Service code 15 · EIN 43-1853340 | Recordkeeping | $11,772 |
AON CONSULTING1 year Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $6,172 |
Participant contribution per participant 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 | $185,681 | $81,357+128.2% | $75,972+144.4% | $199,593-7.0% |
| Participation rate | 90.1% | 69.9%+20.2pp | 69.1%+21.0pp | 72.0%+18.1pp |
| Annual return | 21.23% | 16.32%+4.9pp | 359.55%-338.3pp | 34.25%-13.0pp |
| Employer contribution / active EE | $13,594 | $3,341+306.9% | $2,685+406.3% | $3,034+348.0% |
| Participant deferral / active EE | $1,078 | $4,710-77.1% | $4,255-74.7% | $5,087-78.8% |
| Admin fee / account holder | $261 | $144+80.6% | $6,467-96.0% | $269-2.9% |