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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $748,915 |
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 | $116,540 | $82,783+40.8% | $133,956-13.0% | $90,288+29.1% |
| Participation rate | 96.4% | 81.3%+15.1pp | 79.8%+16.6pp | 73.4%+23.1pp |
| Annual return | 12.08% | 21.89%-9.8pp | 45.09%-33.0pp | 53.97%-41.9pp |
| Employer contribution / active EE | $2,768 | $2,388+15.9% | $3,919-29.4% | $2,524+9.7% |
| Participant deferral / active EE | $5,235 | $4,291+22.0% | $5,048+3.7% | $4,232+23.7% |
| Admin fee / account holder | $117 | $93+25.8% | $8,927-98.7% | $114+2.5% |