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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,973 |
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 | $80,866 | $80,005+1.1% | $140,016-42.2% | $55,725+45.1% |
| Participation rate | 90.5% | 87.0%+3.5pp | 87.5%+3.0pp | 70.9%+19.7pp |
| Annual return | -1.25% | 0.46%-1.7pp | 651.12%-652.4pp | 244.93%-246.2pp |
| Employer contribution / active EE | $2,114 | $3,403-37.9% | $5,606-62.3% | $2,078+1.7% |
| Participant deferral / active EE | $4,474 | $5,264-15.0% | $6,927-35.4% | $3,356+33.3% |
| Admin fee / account holder | $12 | $116-89.6% | $10,705-99.9% | $115-89.6% |