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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $52,807 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,744 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $1,128,776 | $48,750+2215.4% | $88,946+1169.1% | $74,304+1419.1% |
| Participation rate | 99.1% | 44.5%+54.6pp | 68.8%+30.3pp | 60.3%+38.8pp |
| Annual return | 15.26% | 25.91%-10.6pp | 57.82%-42.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $46,685 | $1,255+3619.9% | $2,555+1727.2% | $2,241+1983.0% |
| Participant deferral / active EE | $23,440 | $2,423+867.3% | $4,581+411.6% | $3,767+522.2% |
| Admin fee / account holder | $333 | $3,756-91.1% | $8,261-96.0% | $2,969-88.8% |