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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,471,401 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $45,000 |
Filed as: CBIZ MHM, LLC-GOLDEN STATE Service code 10 · EIN 43-1947695 | Accounting | $24,150 |
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 | $123,888 | $97,018+27.7% | $149,696-17.2% | $106,222+16.6% |
| Participation rate | 98.7% | 67.0%+31.8pp | 82.5%+16.3pp | 70.8%+27.9pp |
| Annual return | 18.98% | 24.13%-5.2pp | 276.60%-257.6pp | 21.69%-2.7pp |
| Employer contribution / active EE | $3,219 | $2,520+27.7% | $4,644-30.7% | $2,723+18.2% |
| Participant deferral / active EE | $10,428 | $5,988+74.2% | $6,842+52.4% | $4,600+126.7% |
| Admin fee / account holder | $92 | $72+27.3% | $9,309-99.0% | $78+17.1% |