See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $147,364 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP, LLC. Service code 16 · EIN 33-0181866 | Consulting | $94,753 |
WHITE NELSON DIEHL EVANS LLP6+ years Service code 99 · EIN 33-0686301 | Other Fees | $16,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $158,612 | $176,491-10.1% | $95,952+65.3% | $90,288+75.7% |
| Participation rate | 97.3% | 86.6%+10.7pp | 77.1%+20.2pp | 73.4%+23.9pp |
| Annual return | 13.54% | 20.14%-6.6pp | 91.61%-78.1pp | 53.97%-40.4pp |
| Employer contribution / active EE | $1,093 | $2,789-60.8% | $2,541-57.0% | $2,524-56.7% |
| Participant deferral / active EE | $7,697 | $5,340+44.2% | $4,167+84.7% | $4,232+81.9% |
| Admin fee / account holder | $125 | $154-19.0% | $6,795-98.2% | $114+9.4% |