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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,017 |
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 | $186,770 | $100,041+86.7% | $149,718+24.7% | $70,131+166.3% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.1%+10.8pp | 69.5%+28.3pp |
| Annual return | 18.69% | 27.43%-8.7pp | 1501.63%-1482.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,096 | $3,662-70.1% | $5,445-79.9% | $2,342-53.2% |
| Participant deferral / active EE | $10,248 | $4,983+105.7% | $6,569+56.0% | $3,332+207.6% |
| Admin fee / account holder | $7 | $8,286-99.9% | $11,283-99.9% | $4,645-99.8% |