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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,328 |
VERUS2+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $27,094 |
SWEENEY CONRAD, P.S.3+ years Service code 10 · EIN 91-1301672 | Accounting | $13,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $620,216 | $155,795+298.1% | $136,294+355.1% | $69,631+790.7% |
| Participation rate | 97.0% | 75.2%+21.7pp | 81.9%+15.0pp | 70.7%+26.3pp |
| Annual return | 20.44% | 232464.33%-232443.9pp | 5155.94%-5135.5pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $18,317 | $2,991+512.4% | $4,695+290.1% | $2,032+801.4% |
| Participant deferral / active EE | $14,176 | $5,394+162.8% | $6,247+126.9% | $3,224+339.7% |
| Admin fee / account holder | $193 | $128+50.5% | $9,243-97.9% | $110+74.7% |