Filed March 22, 2016 (most recent of 6 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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,645 |
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 | $291,136 | $122,239+138.2% | $184,200+58.1% | $74,546+290.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 17.72% | 19.95%-2.2pp | 28.80%-11.1pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $6,075 | $4,537+33.9% | $6,424-5.4% | $2,624+131.5% |
| Participant deferral / active EE | $14,510 | $7,139+103.3% | $9,132+58.9% | $4,347+233.8% |
| Admin fee / account holder | $8 | $1,260-99.3% | $13,907-99.9% | $1,944-99.6% |