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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,647,571 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $75,000 |
Filed as: CBIZ MHM, LLC-GOLDEN STATE Service code 10 · EIN 43-1947695 | Accounting | $36,000 |
MERCER4 years Service code 16 · EIN 13-2834414 | Consulting | $27,256 |
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 | $102,229 | $81,548+25.4% | $141,162-27.6% | $89,569+14.1% |
| Participation rate | 98.8% | 64.9%+33.9pp | 82.5%+16.3pp | 69.6%+29.2pp |
| Annual return | 24.69% | 47.43%-22.7pp | 71.39%-46.7pp | 34.56%-9.9pp |
| Employer contribution / active EE | $2,810 | $2,272+23.7% | $4,735-40.7% | $2,584+8.7% |
| Participant deferral / active EE | $8,989 | $5,280+70.3% | $6,709+34.0% | $4,220+113.0% |
| Admin fee / account holder | $105 | $68+54.0% | $10,261-99.0% | $72+46.4% |