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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,572 |
Employer contribution per participant 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 | $172,235 | $87,841+96.1% | $133,980+28.6% | $62,891+173.9% |
| Participation rate | 96.6% | 83.4%+13.2pp | 87.1%+9.6pp | 69.3%+27.3pp |
| Annual return | 10.27% | 12.05%-1.8pp | 29.30%-19.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $904 | $3,483-74.0% | $5,211-82.7% | $2,281-60.4% |
| Participant deferral / active EE | $9,913 | $4,812+106.0% | $6,282+57.8% | $3,203+209.5% |
| Admin fee / account holder | $12 | $5,371-99.8% | $9,324-99.9% | $4,296-99.7% |