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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $247,025 |
VERUS3+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $39,310 |
DAVIS WRIGHT TREMAINE1 year Service code 29 · EIN 91-0839480 | Legal | $18,165 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,556 |
SWEENEY CONRAD, P.S.3+ years Filed as: SWEENEY CONRAD Service code 10 · EIN 93-1301672 | Accounting | $14,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,165 | $88,874-32.3% | $123,544-51.3% | $75,289-20.1% |
| Participation rate | 99.5% | 75.9%+23.7pp | 82.3%+17.2pp | 72.4%+27.1pp |
| Annual return | -13.07% | 4.22%-17.3pp | 119.20%-132.3pp | -0.04%-13.0pp |
| Employer contribution / active EE | $4,460 | $3,256+37.0% | $4,628-3.6% | $2,405+85.4% |
| Participant deferral / active EE | $8,114 | $6,174+31.4% | $6,426+26.3% | $3,739+117.0% |
| Admin fee / account holder | $85 | $95-10.3% | $9,284-99.1% | $102-17.1% |