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.2+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $759,027 |
Filed as: SAGEVIEW ADVISORY, LLC Service code 16 · EIN 33-0818667 | Consulting | $60,000 |
MAYER HOFFMAN MCCANN P.C.2+ years Service code 10 · EIN 43-1947695 | Accounting | $10,000 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $6,906 |
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 | $78,921 | $3,611,051-97.8% | $123,892-36.3% | $329,111-76.0% |
| Participation rate | 98.6% | 60.7%+37.9pp | 81.4%+17.2pp | 67.9%+30.8pp |
| Annual return | 9.75% | 14.13%-4.4pp | 47.52%-37.8pp | 16.35%-6.6pp |
| Employer contribution / active EE | $2,439 | $1,947+25.2% | $4,617-47.2% | $2,303+5.9% |
| Participant deferral / active EE | $7,401 | $4,426+67.2% | $5,984+23.7% | $3,682+101.0% |
| Admin fee / account holder | $63 | $9,731-99.3% | $8,357-99.2% | $754-91.6% |