Filed February 3, 2021
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.1+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $308,524 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY LLC Service code 16 · EIN 33-0818667 | Consulting | $45,000 |
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 · EIN 43-1947695 | Accounting | $20,000 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $17,534 |
FLEXIBLE PLAN INVESTMENTS LTD1+ years Service code 26 · EIN 38-2340348 | Advisory (Participants) | $5,168 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,827 | $79,558-3.4% | $115,037-33.2% | $67,505+13.8% |
| Participation rate | 96.1% | 74.3%+21.8pp | 81.4%+14.7pp | 71.2%+24.9pp |
| Annual return | 0.74% | 4.65%-3.9pp | 26.14%-25.4pp | 6.52%-5.8pp |
| Employer contribution / active EE | $2,399 | $2,529-5.2% | $4,608-47.9% | $2,173+10.4% |
| Participant deferral / active EE | $7,302 | $5,510+32.5% | $6,026+21.2% | $3,597+103.0% |
| Admin fee / account holder | $33 | $60-45.7% | $8,175-99.6% | $56-42.1% |