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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $139,724 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,242 | $80,211-14.9% | $74,183-8.0% | $63,975+6.7% |
| Participation rate | 97.9% | 84.2%+13.7pp | 76.6%+21.2pp | 71.1%+26.7pp |
| Annual return | -1.88% | 14.13%-16.0pp | 17.74%-19.6pp | 48.65%-50.5pp |
| Employer contribution / active EE | $1,164 | $2,553-54.4% | $2,370-50.9% | $2,182-46.6% |
| Participant deferral / active EE | $5,274 | $4,370+20.7% | $3,550+48.6% | $3,356+57.1% |
| Admin fee / account holder | $52 | $67-22.0% | $5,586-99.1% | $70-25.6% |