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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,820 |
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 | $96,427 | $69,159+39.4% | $125,175-23.0% | $67,579+42.7% |
| Participation rate | 95.4% | 78.2%+17.2pp | 79.8%+15.6pp | 71.3%+24.1pp |
| Annual return | 19.81% | 27.12%-7.3pp | 43.79%-24.0pp | 378.56%-358.7pp |
| Employer contribution / active EE | $5,663 | $2,023+179.9% | $3,865+46.5% | $2,148+163.7% |
| Participant deferral / active EE | $5,306 | $3,700+43.4% | $4,937+7.5% | $3,539+49.9% |
| Admin fee / account holder | $46 | $142-67.5% | $9,702-99.5% | $142-67.6% |