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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,388 |
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 | $104,965 | $81,537+28.7% | $149,718-29.9% | $69,631+50.7% |
| Participation rate | 90.6% | 86.1%+4.4pp | 87.1%+3.5pp | 70.7%+19.9pp |
| Annual return | 11.59% | 22.79%-11.2pp | 1501.63%-1490.0pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $1,962 | $3,239-39.4% | $5,445-64.0% | $2,032-3.4% |
| Participant deferral / active EE | $4,766 | $4,994-4.6% | $6,569-27.4% | $3,224+47.9% |
| Admin fee / account holder | $9 | $107-91.9% | $11,283-99.9% | $110-92.2% |