Filed November 5, 2021 (most recent of 2 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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $63,612 |
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 | $52,796 | $65,708-19.7% | $76,817-31.3% | $77,787-32.1% |
| Participation rate | 97.3% | 79.0%+18.4pp | 72.1%+25.2pp | 73.2%+24.1pp |
| Annual return | 15.22% | 49.86%-34.6pp | 1166.11%-1150.9pp | 32.57%-17.4pp |
| Employer contribution / active EE | $1,329 | $2,167-38.7% | $2,302-42.2% | $2,504-46.9% |
| Participant deferral / active EE | $2,444 | $3,254-24.9% | $3,336-26.7% | $3,967-38.4% |
| Admin fee / account holder | $12 | $91-86.3% | $6,420-99.8% | $100-87.5% |