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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $107,519 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $57,822 |
SMITH THORNTON ADVISORS LLC1+ years Filed as: SMITH THORNTON ADVISORS, LLC Service code 27 · EIN 45-3064370 | Advisory (Plan) | $53,668 |
Filed as: MCCONNELL & JONES LLP Service code 99 · EIN 76-0488832 | Other Fees | $31,229 |
SMITH, GAMBRELL & RUSSELL, LLP1+ years Filed as: SMITH GAMBRELL RUSSELL Service code 29 · EIN 58-0967450 | Legal | $16,556 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,164 | $52,224+350.3% | $88,946+164.4% | $102,872+128.6% |
| Participation rate | 96.2% | 40.8%+55.4pp | 68.8%+27.3pp | 73.0%+23.2pp |
| Annual return | 13.73% | 16.96%-3.2pp | 57.82%-44.1pp | 19.06%-5.3pp |
| Employer contribution / active EE | $6,064 | $1,241+388.8% | $2,555+137.3% | $3,526+72.0% |
| Participant deferral / active EE | $10,413 | $2,611+298.8% | $4,581+127.3% | $5,535+88.1% |
| Admin fee / account holder | $186 | $1,723-89.2% | $8,261-97.8% | $292-36.5% |