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 7-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 |
|---|---|---|
Service code 27 111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032 | Advisory (Plan) | $30,940 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,337 |
SHEPHERD PLAN PARTNERS, LLC2 years Service code 13 · EIN 93-3876962 | Contract Administrator | $2,525 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,538 | $61,058-56.5% | $71,209-62.7% | $85,563-69.0% |
| Participation rate | 40.1% | 58.6%-18.4pp | 73.8%-33.6pp | 66.0%-25.8pp |
| Annual return | 23.24% | 100.41%-77.2pp | 282.51%-259.3pp | 31.51%-8.3pp |
| Employer contribution / active EE | $1,285 | $2,199-41.5% | $2,721-52.8% | $2,654-51.6% |
| Participant deferral / active EE | $2,373 | $3,173-25.2% | $4,175-43.2% | $4,375-45.8% |
| Admin fee / account holder | $187 | $855-78.1% | $5,349-96.5% | $834-77.6% |