Filed December 11, 2019
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $3,540 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,941 | $68,413+28.5% | $123,104-28.6% | $55,191+59.3% |
| Participation rate | 99.6% | 84.5%+15.1pp | 86.8%+12.8pp | 69.2%+30.4pp |
| Annual return | -3.73% | 6.30%-10.0pp | 13.22%-17.0pp | 10.78%-14.5pp |
| Employer contribution / active EE | $3,229 | $3,050+5.9% | $5,151-37.3% | $1,899+70.1% |
| Participant deferral / active EE | $8,678 | $4,490+93.2% | $6,230+39.3% | $3,046+184.9% |
| Admin fee / account holder | $1 | $88-98.8% | $9,015-100.0% | $91-98.9% |