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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $955,515 |
Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $60,000 |
MAYER HOFFMAN MCCANN P.C.3+ years Service code 10 · EIN 43-1947695 | Accounting | $31,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,183 | $80,506+12.0% | $136,294-33.8% | $80,976+11.4% |
| Participation rate | 98.8% | 61.9%+37.0pp | 81.9%+16.9pp | 68.3%+30.6pp |
| Annual return | 19.71% | 27.70%-8.0pp | 5155.94%-5136.2pp | 22.91%-3.2pp |
| Employer contribution / active EE | $2,530 | $1,943+30.2% | $4,695-46.1% | $2,402+5.3% |
| Participant deferral / active EE | $7,772 | $4,601+68.9% | $6,247+24.4% | $3,848+102.0% |
| Admin fee / account holder | $72 | $72+0.4% | $9,243-99.2% | $67+7.0% |