Filed December 28, 2017
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 10-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,900 |
VERUS1+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $61,752 |
SWEENEY CONRAD, P.S.1+ years Filed as: SWEENEY CONRAD Service code 10 · EIN 93-1301672 | Accounting | $9,049 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,994 | $85,635-38.1% | $123,892-57.2% | $63,975-17.2% |
| Participation rate | 99.3% | 74.9%+24.4pp | 81.4%+17.9pp | 71.1%+28.2pp |
| Annual return | 9.20% | 15.74%-6.5pp | 47.52%-38.3pp | 48.65%-39.5pp |
| Employer contribution / active EE | $4,116 | $3,076+33.8% | $4,617-10.8% | $2,182+88.7% |
| Participant deferral / active EE | $6,693 | $5,667+18.1% | $5,984+11.8% | $3,356+99.4% |
| Admin fee / account holder | $61 | $75-17.9% | $8,357-99.3% | $70-12.7% |