Filed June 8, 2023
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 4-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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $175,180 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $157,331 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER LOCKE LLP Service code 16 · EIN 58-0946915 | Consulting | $24,099 |
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 | $168,070 | $130,267+29.0% | $145,661+15.4% | $102,872+63.4% |
| Participation rate | 98.0% | 83.3%+14.7pp | 77.2%+20.8pp | 73.0%+25.0pp |
| Annual return | 17.34% | 17.79%-0.4pp | 101.46%-84.1pp | 19.06%-1.7pp |
| Employer contribution / active EE | $5,478 | $4,061+34.9% | $4,238+29.3% | $3,526+55.3% |
| Participant deferral / active EE | $8,328 | $6,550+27.2% | $7,198+15.7% | $5,535+50.5% |
| Admin fee / account holder | $137 | $396-65.3% | $12,466-98.9% | $292-53.1% |