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 5-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.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $136,282 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $217,272 | $89,274+143.4% | $149,718+45.1% | $77,958+178.7% |
| Participation rate | 98.4% | 87.6%+10.8pp | 87.1%+11.4pp | 71.6%+26.8pp |
| Annual return | 11.99% | 20.36%-8.4pp | 1501.63%-1489.6pp | 20.87%-8.9pp |
| Employer contribution / active EE | $4,802 | $3,727+28.9% | $5,445-11.8% | $2,310+107.8% |
| Participant deferral / active EE | $4,802 | $5,382-10.8% | $6,569-26.9% | $3,537+35.8% |
| Admin fee / account holder | $51 | $240-78.7% | $11,283-99.5% | $97-47.6% |