Filed April 4, 2018 (most recent of 5 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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $270,113 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,923 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,301 | $160,882+58.1% | $200,582+26.8% | $102,872+147.2% |
| Participation rate | 98.2% | 91.2%+7.0pp | 86.9%+11.3pp | 73.0%+25.2pp |
| Annual return | 18.60% | 18.15%+0.4pp | 42.33%-23.7pp | 19.06%-0.5pp |
| Employer contribution / active EE | $9,942 | $5,602+77.5% | $6,419+54.9% | $3,526+181.9% |
| Participant deferral / active EE | $15,238 | $9,300+63.9% | $9,331+63.3% | $5,535+175.3% |
| Admin fee / account holder | $53 | $125-57.8% | $16,305-99.7% | $292-82.0% |