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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,982 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP,INC. Service code 99 | Other Fees | $0 |
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 | $65,804 | $57,096+15.3% | $94,224-30.2% | $55,191+19.2% |
| Participation rate | 96.8% | 75.7%+21.2pp | 78.8%+18.1pp | 69.2%+27.7pp |
| Annual return | -0.58% | 159.65%-160.2pp | 10.68%-11.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $4,567 | $1,708+167.4% | $3,587+27.3% | $1,899+140.5% |
| Participant deferral / active EE | $4,305 | $3,165+36.0% | $4,320-0.4% | $3,046+41.3% |
| Admin fee / account holder | $23 | $89-74.3% | $6,269-99.6% | $91-74.8% |