Filed April 19, 2021 (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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,080 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $155,453 | $54,590+184.8% | $81,930+89.7% | $73,488+111.5% |
| Participation rate | 97.4% | 68.3%+29.1pp | 72.0%+25.4pp | 70.7%+26.7pp |
| Annual return | 8.81% | 17.74%-8.9pp | 29.49%-20.7pp | 28.51%-19.7pp |
| Employer contribution / active EE | $13,975 | $1,636+754.3% | $4,310+224.3% | $2,270+515.6% |
| Participant deferral / active EE | $11,011 | $2,759+299.1% | $7,107+54.9% | $3,740+194.5% |
| Admin fee / account holder | $22 | $592-96.2% | $5,158-99.6% | $513-95.6% |