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 year Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $125,325 | $69,305+80.8% | $82,313+52.3% | $69,631+80.0% |
| Participation rate | 47.6% | 80.3%-32.7pp | 76.9%-29.3pp | 70.7%-23.1pp |
| Annual return | 16.25% | 21.47%-5.2pp | 25.88%-9.6pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,148 | $1,887-39.1% | $2,428-52.7% | $2,032-43.5% |
| Participant deferral / active EE | $2,663 | $3,568-25.4% | $3,706-28.1% | $3,224-17.4% |
| Admin fee / account holder | $41 | $97-57.4% | $5,608-99.3% | $110-62.5% |