Filed May 10, 2018
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.2+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $5,727,330 |
ANTHEM, INC.2+ years Service code 14 · EIN 35-2145715 | Plan Administrator | $12,213 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,233 | $93,756-2.7% | $133,980-31.9% | $329,111-72.3% |
| Participation rate | 98.7% | 89.7%+8.9pp | 87.1%+11.6pp | 67.9%+30.8pp |
| Annual return | 8.19% | 20.33%-12.1pp | 29.30%-21.1pp | 16.35%-8.2pp |
| Employer contribution / active EE | $2,477 | $3,619-31.6% | $5,211-52.5% | $2,303+7.5% |
| Participant deferral / active EE | $5,462 | $5,685-3.9% | $6,282-13.1% | $3,682+48.3% |
| Admin fee / account holder | $80 | $90-11.2% | $9,324-99.1% | $754-89.4% |