Filed January 4, 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 Service code 15 · EIN 23-1945930 | Recordkeeping | $153,321 |
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 | $63,630 | $71,957-11.6% | $67,652-5.9% | $59,188+7.5% |
| Participation rate | 98.1% | 82.7%+15.5pp | 75.7%+22.5pp | 69.4%+28.7pp |
| Annual return | 2.11% | 8.53%-6.4pp | 6625.04%-6622.9pp | 5.51%-3.4pp |
| Employer contribution / active EE | $1,067 | $2,432-56.1% | $2,266-52.9% | $2,098-49.1% |
| Participant deferral / active EE | $4,741 | $4,211+12.6% | $3,560+33.2% | $3,265+45.2% |
| Admin fee / account holder | $51 | $64-20.9% | $4,821-98.9% | $92-44.9% |