Filed January 8, 2020 (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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,150 |
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 | $110,214 | $71,802+53.5% | $133,980-17.7% | $57,658+91.1% |
| Participation rate | 88.6% | 85.5%+3.1pp | 87.1%+1.5pp | 70.2%+18.4pp |
| Annual return | 5.58% | 13.51%-7.9pp | 29.30%-23.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $2,110 | $3,161-33.3% | $5,211-59.5% | $1,974+6.9% |
| Participant deferral / active EE | $4,815 | $4,606+4.5% | $6,282-23.4% | $3,061+57.3% |
| Admin fee / account holder | $10 | $88-89.2% | $9,324-99.9% | $95-89.9% |