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 10-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.4 years Service code 37 · EIN 23-1945930 | Loan Processing | $29,713 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $1,586 |
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 | $38,529 | $54,701-29.6% | $86,188-55.3% | $71,457-46.1% |
| Participation rate | 94.5% | 60.1%+34.4pp | 69.0%+25.5pp | 67.9%+26.6pp |
| Annual return | 15.97% | 20.06%-4.1pp | 1168.45%-1152.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,718 | $1,265+35.8% | $2,380-27.8% | $2,588-33.6% |
| Participant deferral / active EE | $4,601 | $3,108+48.0% | $3,985+15.5% | $4,289+7.3% |
| Admin fee / account holder | $139 | $1,922-92.8% | $6,852-98.0% | $1,587-91.2% |