Filed April 29, 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.5 years Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $213,354 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $52,238 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $5,450 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,509 | $52,224+352.9% | $88,946+165.9% | $102,872+129.9% |
| Participation rate | 96.6% | 40.8%+55.8pp | 68.8%+27.7pp | 73.0%+23.6pp |
| Annual return | 11.30% | 16.96%-5.7pp | 57.82%-46.5pp | 19.06%-7.8pp |
| Employer contribution / active EE | $4,427 | $1,241+256.8% | $2,555+73.3% | $3,526+25.5% |
| Participant deferral / active EE | $15,771 | $2,611+504.0% | $4,581+244.2% | $5,535+184.9% |
| Admin fee / account holder | $119 | $1,723-93.1% | $8,261-98.6% | $292-59.2% |