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 Service code 15 · EIN 23-1945930 | Recordkeeping | $23,427 |
THE VANGUARD GROUP, INC.4+ 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 | $81,250 | $62,267+30.5% | $110,238-26.3% | $55,725+45.8% |
| Participation rate | 94.0% | 78.1%+15.8pp | 79.8%+14.1pp | 70.9%+23.1pp |
| Annual return | -5.04% | -1.07%-4.0pp | 314.74%-319.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $5,616 | $1,941+189.2% | $3,826+46.8% | $2,078+170.2% |
| Participant deferral / active EE | $5,080 | $3,516+44.5% | $4,672+8.7% | $3,356+51.4% |
| Admin fee / account holder | $42 | $121-65.2% | $8,547-99.5% | $115-63.4% |