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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $335,042 |
VERUS5+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $59,336 |
DAVIS WRIGHT TREMAINE3 years Service code 29 · EIN 91-0839480 | Legal | $27,759 |
SWEENEY CONRAD, P.S.5+ years Filed as: SWEENEY CONRAD Service code 10 · EIN 93-1301672 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,639 | $127,481-28.9% | $149,696-39.5% | $90,288+0.4% |
| Participation rate | 98.9% | 78.2%+20.7pp | 82.5%+16.5pp | 73.4%+25.6pp |
| Annual return | 19.85% | 57.78%-37.9pp | 276.60%-256.7pp | 53.97%-34.1pp |
| Employer contribution / active EE | $5,138 | $3,448+49.0% | $4,644+10.6% | $2,524+103.5% |
| Participant deferral / active EE | $9,382 | $6,975+34.5% | $6,842+37.1% | $4,232+121.7% |
| Admin fee / account holder | $100 | $152-34.3% | $9,309-98.9% | $114-12.7% |