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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,750 |
THE VANGUARD GROUP, INC.2+ 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 | $76,184 | $107,378-29.1% | $108,579-29.8% | $57,658+32.1% |
| Participation rate | 96.6% | 77.1%+19.5pp | 79.6%+17.0pp | 70.2%+26.3pp |
| Annual return | 7.13% | 12.80%-5.7pp | -51.70%+58.8pp | 5.13%+2.0pp |
| Employer contribution / active EE | $4,301 | $1,782+141.4% | $3,758+14.4% | $1,974+117.9% |
| Participant deferral / active EE | $4,313 | $3,221+33.9% | $4,311+0.1% | $3,061+40.9% |
| Admin fee / account holder | $30 | $108-72.6% | $7,645-99.6% | $95-68.5% |