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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,357,801 |
ANTHEM, INC.5+ years Service code 14 · EIN 35-2145715 | Plan Administrator | $137,840 |
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 | $108,540 | $121,259-10.5% | $162,163-33.1% | $89,569+21.2% |
| Participation rate | 98.5% | 90.0%+8.4pp | 87.6%+10.9pp | 69.6%+28.9pp |
| Annual return | 21.52% | 22.23%-0.7pp | 115.59%-94.1pp | 34.56%-13.0pp |
| Employer contribution / active EE | $3,232 | $4,435-27.1% | $5,614-42.4% | $2,584+25.0% |
| Participant deferral / active EE | $6,024 | $6,620-9.0% | $7,298-17.5% | $4,220+42.7% |
| Admin fee / account holder | $87 | $101-14.0% | $10,843-99.2% | $72+21.1% |