Filed July 6, 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $109,705 | $72,770+50.8% | $67,652+62.2% | $55,191+98.8% |
| Participation rate | 42.0% | 78.8%-36.8pp | 75.7%-33.7pp | 69.2%-27.2pp |
| Annual return | 0.06% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $993 | $1,769-43.9% | $2,266-56.2% | $1,899-47.7% |
| Participant deferral / active EE | $2,217 | $3,408-35.0% | $3,560-37.7% | $3,046-27.2% |
| Admin fee / account holder | $10 | $79-87.5% | $4,821-99.8% | $91-89.2% |