See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGAURD Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $5,754 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-3623351 | Directed Trustee | $322 |
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 | $48,132 | $45,073+6.8% | $69,455-30.7% | $72,985-34.1% |
| Participation rate | 83.5% | 68.5%+15.1pp | 74.6%+8.9pp | 69.5%+14.1pp |
| Annual return | 29.36% | 22.65%+6.7pp | 28.97%+0.4pp | 81.00%-51.6pp |
| Employer contribution / active EE | $1,133 | $2,054-44.9% | $2,779-59.2% | $2,440-53.6% |
| Participant deferral / active EE | $2,815 | $2,602+8.2% | $3,535-20.4% | $3,607-22.0% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |