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: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,090,256 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $801,028 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $90,000 |
MAYER HOFFMAN MCCANN P.C.8+ years Service code 10 · EIN 43-1947695 | Accounting | $52,426 |
MERCER7 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $14,207 |
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 | $124,853 | $90,195+38.4% | $125,339-0.4% | $89,394+39.7% |
| Participation rate | 97.8% | 72.4%+25.4pp | 82.4%+15.4pp | 71.3%+26.5pp |
| Annual return | -16.86% | -6.51%-10.3pp | 572.05%-588.9pp | -11.89%-5.0pp |
| Employer contribution / active EE | $4,023 | $3,043+32.2% | $4,814-16.4% | $3,022+33.1% |
| Participant deferral / active EE | $11,809 | $7,170+64.7% | $7,446+58.6% | $5,123+130.5% |
| Admin fee / account holder | $123 | $69+77.3% | $10,010-98.8% | $79+54.8% |