Filed January 21, 2016
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 | $59,520 |
Service code 29 · EIN 20-8874282 | Legal | $8,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,741 | $80,211-36.7% | $74,183-31.6% | $63,975-20.7% |
| Participation rate | 82.6% | 84.2%-1.6pp | 76.6%+5.9pp | 71.1%+11.4pp |
| Annual return | 6.70% | 14.13%-7.4pp | 17.74%-11.0pp | 48.65%-42.0pp |
| Employer contribution / active EE | $1,230 | $2,553-51.8% | $2,370-48.1% | $2,182-43.6% |
| Participant deferral / active EE | $2,573 | $4,370-41.1% | $3,550-27.5% | $3,356-23.3% |
| Admin fee / account holder | $38 | $67-43.1% | $5,586-99.3% | $70-45.8% |