Filed October 1, 2020
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 Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $110,466 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS Service code 26 · EIN 23-2811930 | Advisory (Participants) | $97,900 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 72 · EIN 35-2467663 | Other investment fees and expenses | $70,413 |
WHITLEY PENN LLP1 year Service code 99 · EIN 75-2393478 | Other Fees | $64,744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,890 | $112,623+110.3% | $106,213+123.0% | $199,593+18.7% |
| Participation rate | 97.4% | 86.2%+11.1pp | 75.3%+22.1pp | 72.0%+25.4pp |
| Annual return | 13.89% | 15.57%-1.7pp | 116.14%-102.3pp | 34.25%-20.4pp |
| Employer contribution / active EE | $6,600 | $4,575+44.3% | $3,171+108.1% | $3,034+117.5% |
| Participant deferral / active EE | $20,330 | $6,659+205.3% | $5,016+305.3% | $5,087+299.7% |
| Admin fee / account holder | $192 | $107+79.5% | $11,033-98.3% | $269-28.6% |