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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,694 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,240 | $110,699-26.6% | $177,821-54.3% | $90,288-10.0% |
| Participation rate | 92.7% | 88.3%+4.4pp | 87.7%+5.0pp | 73.4%+19.4pp |
| Annual return | 14.71% | 22.79%-8.1pp | 48.32%-33.6pp | 53.97%-39.3pp |
| Employer contribution / active EE | $2,771 | $4,118-32.7% | $5,918-53.2% | $2,524+9.8% |
| Participant deferral / active EE | $5,795 | $6,731-13.9% | $7,714-24.9% | $4,232+36.9% |
| Admin fee / account holder | $18 | $90-80.1% | $12,427-99.9% | $114-84.3% |