Filed October 7, 2016 (most recent of 3 filings on file)
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+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $159,287 |
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 | $119,083 | $80,211+48.5% | $74,183+60.5% | $63,975+86.1% |
| Participation rate | 92.7% | 84.2%+8.5pp | 76.6%+16.1pp | 71.1%+21.6pp |
| Annual return | 0.00% | 14.13%-14.1pp | 17.74%-17.7pp | 48.65%-48.7pp |
| Employer contribution / active EE | $4,951 | $2,553+93.9% | $2,370+108.9% | $2,182+126.9% |
| Participant deferral / active EE | $6,253 | $4,370+43.1% | $3,550+76.1% | $3,356+86.3% |
| Admin fee / account holder | $36 | $67-47.0% | $5,586-99.4% | $70-49.4% |