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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,566 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,225 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $224,275 | $56,423+297.5% | $77,163+190.7% | $71,457+213.9% |
| Participation rate | 97.9% | 64.3%+33.6pp | 69.6%+28.4pp | 67.9%+30.0pp |
| Annual return | 12.72% | 19.05%-6.3pp | 37.87%-25.1pp | 28.85%-16.1pp |
| Employer contribution / active EE | $15,207 | $1,866+714.9% | $2,535+499.9% | $2,588+487.7% |
| Participant deferral / active EE | $13,308 | $3,142+323.6% | $3,833+247.2% | $4,289+210.3% |
| Admin fee / account holder | $87 | $1,429-93.9% | $5,472-98.4% | $1,587-94.5% |