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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $104,664 |
Filed as: TOWERS WATSON DELEWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $31,595 |
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 | $116,056 | $81,537+42.3% | $149,718-22.5% | $69,631+66.7% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.1%+12.2pp | 70.7%+28.6pp |
| Annual return | 20.78% | 22.79%-2.0pp | 1501.63%-1480.8pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $3,544 | $3,239+9.4% | $5,445-34.9% | $2,032+74.4% |
| Participant deferral / active EE | $9,791 | $4,994+96.1% | $6,569+49.1% | $3,224+203.7% |
| Admin fee / account holder | $81 | $107-23.8% | $11,283-99.3% | $110-26.3% |