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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 9-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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $184,930 |
SQUAR MILNER LLP1 year Filed as: SQUAR MILNER LP Service code 10 · EIN 33-0876146 | Accounting | $20,520 |
FIDUCIARY PLAN CONSULTANTS LLC2 years Filed as: FIDUCIARY PLAN CONSULTANTS Service code 27 · EIN 47-1186155 | Advisory (Plan) | $13,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $19,544 | $36,321-46.2% | $89,391-78.1% | $106,222-81.6% |
| Participation rate | 11.7% | 29.8%-18.1pp | 68.0%-56.3pp | 70.8%-59.1pp |
| Annual return | 18.03% | 24.00%-6.0pp | 245.62%-227.6pp | 21.69%-3.7pp |
| Employer contribution / active EE | $34 | $507-93.4% | $2,586-98.7% | $2,723-98.8% |
| Participant deferral / active EE | $173 | $1,286-86.5% | $3,890-95.6% | $4,600-96.2% |
| Admin fee / account holder | $147 | $78+89.3% | $4,881-97.0% | $78+87.9% |