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.3 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $378,251 |
Filed as: PRUDENTIAL RETI INS AND ANN COMP Service code 15 · EIN 06-1050034 | Recordkeeping | $335,792 |
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 | $172,295 | $143,368+20.2% | $87,100+97.8% | $89,569+92.4% |
| Participation rate | 99.5% | 88.2%+11.3pp | 76.9%+22.7pp | 69.6%+29.9pp |
| Annual return | 23.31% | 28.55%-5.2pp | 28.19%-4.9pp | 34.56%-11.2pp |
| Employer contribution / active EE | $7,560 | $4,012+88.4% | $2,521+199.8% | $2,584+192.5% |
| Participant deferral / active EE | $10,087 | $7,129+41.5% | $4,049+149.2% | $4,220+139.0% |
| Admin fee / account holder | $30 | $61-50.9% | $7,497-99.6% | $72-58.3% |