Filed December 28, 2017
See peer percentile detail. $4.99 for your first month.
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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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $352,610 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $144,753 |
DAVIS WRIGHT TREMAINE6 years Service code 29 · EIN 91-0839480 | Legal | $47,509 |
VERUS8+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $40,430 |
SWEENEY CONRAD, P.S.8+ years Filed as: SWEENEY CONRAD Service code 10 · EIN 93-1301672 | Accounting | $19,570 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,811 | $107,459-16.4% | $135,903-33.9% | $80,160+12.0% |
| Participation rate | 99.4% | 78.0%+21.4pp | 81.9%+17.5pp | 72.9%+26.5pp |
| Annual return | 16.81% | 91.91%-75.1pp | 68.23%-51.4pp | 40.38%-23.6pp |
| Employer contribution / active EE | $5,759 | $3,877+48.5% | $4,856+18.6% | $2,978+93.4% |
| Participant deferral / active EE | $11,051 | $8,195+34.9% | $7,758+42.5% | $5,017+120.3% |
| Admin fee / account holder | $100 | $127-21.0% | $10,762-99.1% | $145-30.8% |