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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $298,573 |
VERUS4+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $43,812 |
SWEENEY CONRAD, P.S.4+ years Filed as: SWEENEY CONRAD Service code 10 · EIN 93-1301672 | Accounting | $14,500 |
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 | $72,288 | $101,523-28.8% | $141,162-48.8% | $77,787-7.1% |
| Participation rate | 99.1% | 77.4%+21.7pp | 82.5%+16.6pp | 73.2%+25.8pp |
| Annual return | 23.25% | 56.22%-33.0pp | 71.39%-48.1pp | 32.57%-9.3pp |
| Employer contribution / active EE | $4,580 | $3,341+37.1% | $4,735-3.3% | $2,504+82.9% |
| Participant deferral / active EE | $8,566 | $6,434+33.1% | $6,709+27.7% | $3,967+115.9% |
| Admin fee / account holder | $83 | $92-9.7% | $10,261-99.2% | $100-17.4% |