Filed January 5, 2021
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+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,001,130 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,290 | $111,064+34.4% | $67,652+120.7% | $69,651+114.3% |
| Participation rate | 81.3% | 86.0%-4.7pp | 75.7%+5.6pp | 66.6%+14.7pp |
| Annual return | -1.91% | 2.77%-4.7pp | 6625.04%-6626.9pp | 53.77%-55.7pp |
| Employer contribution / active EE | $5,551 | $3,328+66.8% | $2,266+145.0% | $2,241+147.8% |
| Participant deferral / active EE | $8,162 | $6,396+27.6% | $3,560+129.3% | $3,635+124.5% |
| Admin fee / account holder | $38 | $72-47.5% | $4,821-99.2% | $63-40.3% |