Filed March 20, 2018 (most recent of 2 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 | $73,481 |
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 | $187,643 | $56,640+231.3% | $80,975+131.7% | $57,658+225.4% |
| Participation rate | 98.1% | 75.9%+22.3pp | 75.8%+22.3pp | 70.2%+27.9pp |
| Annual return | 9.07% | 19.97%-10.9pp | 17.10%-8.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $6,523 | $2,085+212.8% | $3,714+75.6% | $1,974+230.5% |
| Participant deferral / active EE | $9,745 | $4,944+97.1% | $5,696+71.1% | $3,061+218.4% |
| Admin fee / account holder | $69 | $87-20.7% | $5,516-98.7% | $95-27.0% |