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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,647 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $5,841 |
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 | $875,821 | $37,393+2242.2% | $77,024+1037.1% | $66,914+1208.9% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | 2.16% | -3.29%+5.5pp | 42.32%-40.2pp | 1.58%+0.6pp |
| Employer contribution / active EE | $36,757 | $1,531+2300.9% | $2,812+1207.1% | $2,544+1344.7% |
| Participant deferral / active EE | $19,747 | $2,617+654.5% | $4,426+346.1% | $4,237+366.1% |
| Admin fee / account holder | $229 | $567-59.6% | $5,425-95.8% | $593-61.4% |