Filed July 6, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $5,210 |
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.
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 | $115,656 | $79,519+45.4% | $95,952+20.5% | $73,409+57.5% |
| Participation rate | 46.6% | 81.2%-34.5pp | 77.1%-30.4pp | 72.2%-25.5pp |
| Annual return | 12.24% | 19.20%-7.0pp | 91.61%-79.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $1,404 | $2,048-31.4% | $2,541-44.7% | $2,234-37.1% |
| Participant deferral / active EE | $2,733 | $4,138-33.9% | $4,167-34.4% | $3,805-28.2% |
| Admin fee / account holder | $18 | $184-90.5% | $6,795-99.7% | $158-88.9% |