Filed August 14, 2019 (most recent of 3 filings on file)
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.9 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $205,433 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,269 | $160,882+68.6% | $200,582+35.2% | $102,872+163.7% |
| Participation rate | 98.1% | 91.2%+6.9pp | 86.9%+11.2pp | 73.0%+25.1pp |
| Annual return | 12.52% | 18.15%-5.6pp | 42.33%-29.8pp | 19.06%-6.5pp |
| Employer contribution / active EE | $7,005 | $5,602+25.0% | $6,419+9.1% | $3,526+98.6% |
| Participant deferral / active EE | $7,607 | $9,300-18.2% | $9,331-18.5% | $5,535+37.4% |
| Admin fee / account holder | $59 | $125-53.0% | $16,305-99.6% | $292-79.9% |