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 Filed as: VANGUARD ADVISORS Service code 26 · EIN 23-2811930 | Advisory (Participants) | $559,614 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $492,832 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $95,130 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $67,671 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $60,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $29,855 |
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 | $150,186 | $106,994+40.4% | $135,903+10.5% | $96,393+55.8% |
| Participation rate | 96.0% | 72.5%+23.5pp | 81.9%+14.1pp | 71.3%+24.8pp |
| Annual return | 19.45% | 26.64%-7.2pp | 68.23%-48.8pp | 22.88%-3.4pp |
| Employer contribution / active EE | $4,241 | $3,391+25.1% | $4,856-12.7% | $3,238+31.0% |
| Participant deferral / active EE | $12,468 | $7,968+56.5% | $7,758+60.7% | $5,455+128.6% |
| Admin fee / account holder | $80 | $79+1.8% | $10,762-99.3% | $74+8.9% |