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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,502 |
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 | $107,502 | $78,419+37.1% | $133,956-19.7% | $73,409+46.4% |
| Participation rate | 95.7% | 78.6%+17.1pp | 79.8%+15.9pp | 72.2%+23.5pp |
| Annual return | 13.31% | 33.35%-20.0pp | 45.09%-31.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $4,142 | $2,044+102.7% | $3,919+5.7% | $2,234+85.5% |
| Participant deferral / active EE | $4,854 | $3,925+23.7% | $5,048-3.8% | $3,805+27.5% |
| Admin fee / account holder | $60 | $161-62.7% | $8,927-99.3% | $158-61.8% |