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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $366,819 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $194,281 |
DAVIS WRIGHT TREMAINE7 years Service code 29 · EIN 91-0839480 | Legal | $66,694 |
VERUS9+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $42,047 |
SWEENEY CONRAD, P.S.10+ years Service code 10 · EIN 93-1301672 | Accounting | $21,630 |
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 | $105,744 | $122,186-13.5% | $146,958-28.0% | $199,593-47.0% |
| Participation rate | 99.3% | 78.3%+21.0pp | 82.2%+17.1pp | 72.0%+27.3pp |
| Annual return | 13.08% | 30.56%-17.5pp | 418.34%-405.3pp | 34.25%-21.2pp |
| Employer contribution / active EE | $6,191 | $4,093+51.3% | $4,933+25.5% | $3,034+104.0% |
| Participant deferral / active EE | $12,154 | $8,502+43.0% | $8,070+50.6% | $5,087+138.9% |
| Admin fee / account holder | $114 | $179-36.4% | $12,998-99.1% | $269-57.7% |