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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,734 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORY SERVICE Service code 27 · EIN 20-8874282 | Advisory (Plan) | $60,000 |
BEELS SOPER LLP2 years Service code 11 · EIN 20-2877111 | Actuarial | $8,510 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,650 | $155,795-54.7% | $136,294-48.2% | $69,631+1.5% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 17.24% | 232464.33%-232447.1pp | 5155.94%-5138.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $2,290 | $2,991-23.4% | $4,695-51.2% | $2,032+12.7% |
| Participant deferral / active EE | $4,872 | $5,394-9.7% | $6,247-22.0% | $3,224+51.1% |
| Admin fee / account holder | $145 | $128+13.0% | $9,243-98.4% | $110+31.2% |