Filed April 14, 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 6-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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $165,021 |
Filed as: PORTFOLIO EVAULATIONS, INC. Service code 16 · EIN 22-3189064 | Consulting | $55,000 |
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 | $161,671 | $127,481+26.8% | $149,696+8.0% | $90,288+79.1% |
| Participation rate | 99.0% | 78.2%+20.8pp | 82.5%+16.5pp | 73.4%+25.7pp |
| Annual return | 14.24% | 57.78%-43.5pp | 276.60%-262.4pp | 53.97%-39.7pp |
| Employer contribution / active EE | $2,555 | $3,448-25.9% | $4,644-45.0% | $2,524+1.2% |
| Participant deferral / active EE | $9,500 | $6,975+36.2% | $6,842+38.9% | $4,232+124.5% |
| Admin fee / account holder | $93 | $152-39.0% | $9,309-99.0% | $114-18.8% |