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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $19,793 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,542 | $50,199+257.7% | $70,092+156.2% | $66,914+168.3% |
| Participation rate | 97.3% | 66.3%+30.9pp | 70.5%+26.8pp | 69.8%+27.5pp |
| Annual return | -13.96% | -13.85%-0.1pp | 190.73%-204.7pp | 1.58%-15.5pp |
| Employer contribution / active EE | $15,586 | $1,864+736.2% | $2,559+509.1% | $2,544+512.6% |
| Participant deferral / active EE | $12,851 | $3,112+312.9% | $3,849+233.9% | $4,237+203.3% |
| Admin fee / account holder | $89 | $600-85.2% | $6,267-98.6% | $593-85.0% |