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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $193,454 |
VERUS2+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $27,094 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,221 |
SWEENEY CONRAD, P.S.2+ years Filed as: SWEENEY CONRAD Service code 10 · EIN 93-1301672 | Accounting | $13,500 |
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 | $72,134 | $96,458-25.2% | $136,294-47.1% | $77,958-7.5% |
| Participation rate | 99.4% | 75.4%+24.1pp | 81.9%+17.5pp | 71.6%+27.8pp |
| Annual return | 41.27% | 23.78%+17.5pp | 5155.94%-5114.7pp | 20.87%+20.4pp |
| Employer contribution / active EE | $4,230 | $3,144+34.6% | $4,695-9.9% | $2,310+83.1% |
| Participant deferral / active EE | $7,345 | $5,902+24.4% | $6,247+17.6% | $3,537+107.7% |
| Admin fee / account holder | $72 | $80-10.5% | $9,243-99.2% | $97-26.0% |