Filed January 8, 2025
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 8-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $134,518 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 333 WEST 33TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $17,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,327 | $136,266-55.7% | $90,749-33.5% | $77,904-22.6% |
| Participation rate | 90.9% | 86.6%+4.3pp | 75.7%+15.2pp | 73.7%+17.3pp |
| Annual return | -17.04% | -11.32%-5.7pp | -12.16%-4.9pp | 12.21%-29.3pp |
| Employer contribution / active EE | $3,183 | $4,215-24.5% | $2,921+9.0% | $2,848+11.8% |
| Participant deferral / active EE | $9,080 | $6,353+42.9% | $4,564+98.9% | $4,806+88.9% |
| Admin fee / account holder | $87 | $399-78.2% | $8,445-99.0% | $133-34.4% |