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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $382,025 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,806 | $100,921-35.8% | $82,313-21.3% | $177,276-63.4% |
| Participation rate | 95.3% | 86.9%+8.3pp | 76.9%+18.4pp | 74.8%+20.4pp |
| Annual return | 145.85% | 20.33%+125.5pp | 25.88%+120.0pp | 21.25%+124.6pp |
| Employer contribution / active EE | $1,461 | $3,145-53.6% | $2,428-39.9% | $2,479-41.1% |
| Participant deferral / active EE | $4,306 | $5,192-17.0% | $3,706+16.2% | $3,881+11.0% |
| Admin fee / account holder | $56 | $64-13.0% | $5,608-99.0% | $154-63.8% |