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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,383 |
THE VANGUARD GROUP, INC.3+ 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 | $92,241 | $71,666+28.7% | $117,854-21.7% | $69,631+32.5% |
| Participation rate | 95.4% | 77.5%+17.9pp | 79.7%+15.7pp | 70.7%+24.7pp |
| Annual return | 16.26% | 18.86%-2.6pp | 335.08%-318.8pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $5,435 | $1,889+187.7% | $3,786+43.6% | $2,032+167.5% |
| Participant deferral / active EE | $4,790 | $3,340+43.4% | $4,482+6.9% | $3,224+48.6% |
| Admin fee / account holder | $36 | $120-69.7% | $8,020-99.5% | $110-67.0% |