Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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 Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 P.O. BOX 1101 · VALLEY FORGE, PA 194821101 | Recordkeeping | $38,464 |
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 | $19,634 | $36,916-46.8% | $156,549-87.5% | $57,658-65.9% |
| Participation rate | 95.9% | 63.4%+32.5pp | 84.0%+11.9pp | 70.2%+25.7pp |
| Annual return | 8.13% | 12.38%-4.3pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,189 | $1,571-24.3% | $5,501-78.4% | $1,974-39.8% |
| Participant deferral / active EE | $1,040 | $1,926-46.0% | $4,871-78.6% | $3,061-66.0% |
| Admin fee / account holder | $45 | $82-45.8% | $13,027-99.7% | $95-52.7% |