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 | $3,765 |
Service code 13 ONE BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Contract Administrator | $80 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,945 | $78,422-49.1% | $95,952-58.4% | $79,858-50.0% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+25.0pp |
| Annual return | 13.40% | 19.37%-6.0pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,669 | $1,945-14.2% | $2,541-34.3% | $2,471-32.4% |
| Participant deferral / active EE | $3,738 | $3,440+8.7% | $4,167-10.3% | $3,740-0.1% |
| Admin fee / account holder | $32 | $5,622-99.4% | $6,795-99.5% | $5,306-99.4% |