Filed August 23, 2018 (most recent of 3 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 |
|---|---|---|
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $125,870 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $78,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,181 | $89,808+160.8% | $100,391+133.3% | $77,643+201.6% |
| Participation rate | 50.4% | 81.2%-30.8pp | 81.5%-31.1pp | 70.6%-20.2pp |
| Annual return | 15.00% | 20.62%-5.6pp | 49.20%-34.2pp | 31.24%-16.2pp |
| Employer contribution / active EE | $4,887 | $3,039+60.8% | $3,942+24.0% | $2,726+79.3% |
| Participant deferral / active EE | $5,014 | $8,284-39.5% | $8,082-38.0% | $4,647+7.9% |
| Admin fee / account holder | $296 | $174+69.6% | $7,899-96.3% | $430-31.3% |