Filed July 1, 2015
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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $166,960 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,776 | $2,679,533-94.4% | $164,813-8.5% | $199,593-24.5% |
| Participation rate | 97.1% | 78.3%+18.8pp | 78.6%+18.5pp | 72.0%+25.2pp |
| Annual return | 13.22% | 17.93%-4.7pp | 69.93%-56.7pp | 34.25%-21.0pp |
| Employer contribution / active EE | $4,748 | $2,970+59.9% | $4,341+9.4% | $3,034+56.5% |
| Participant deferral / active EE | $6,781 | $5,010+35.4% | $6,031+12.4% | $5,087+33.3% |
| Admin fee / account holder | $95 | $1,982-95.2% | $12,690-99.3% | $269-64.7% |