Filed November 13, 2020
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 Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $619,091 |
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 | $94,704 | $64,311+47.3% | $110,238-14.1% | $75,289+25.8% |
| Participation rate | 96.1% | 79.3%+16.8pp | 79.8%+16.3pp | 72.4%+23.7pp |
| Annual return | -2.25% | -1.74%-0.5pp | 314.74%-317.0pp | -0.04%-2.2pp |
| Employer contribution / active EE | $4,380 | $2,404+82.2% | $3,826+14.5% | $2,405+82.1% |
| Participant deferral / active EE | $4,540 | $3,892+16.7% | $4,672-2.8% | $3,739+21.4% |
| Admin fee / account holder | $101 | $88+15.0% | $8,547-98.8% | $102-1.5% |