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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.
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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 |
|---|---|---|
Filed as: ANDERSON FINANCIAL STRATEGIES Service code 27 · EIN 47-3611187 | Advisory (Plan) | $6,417 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,349 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,029 | $106,028-92.4% | $146,958-94.5% | $77,643-89.7% |
| Participation rate | 98.8% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 32.25% | 56.73%-24.5pp | 418.34%-386.1pp | 31.24%+1.0pp |
| Employer contribution / active EE | $2,755 | $4,063-32.2% | $4,933-44.1% | $2,726+1.1% |
| Participant deferral / active EE | $3,884 | $7,990-51.4% | $8,070-51.9% | $4,647-16.4% |
| Admin fee / account holder | $31 | $337-90.7% | $12,998-99.8% | $430-92.7% |