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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,588 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,575 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,476 | $65,561+315.6% | $91,541+197.7% | $74,304+266.7% |
| Participation rate | 95.7% | 56.6%+39.1pp | 69.8%+26.0pp | 60.3%+35.4pp |
| Annual return | 14.87% | 17.68%-2.8pp | 20.50%-5.6pp | 29.43%-14.6pp |
| Employer contribution / active EE | $12,815 | $1,717+646.3% | $2,505+411.7% | $2,241+471.8% |
| Participant deferral / active EE | $12,292 | $2,918+321.2% | $4,008+206.7% | $3,767+226.3% |
| Admin fee / account holder | $132 | $3,333-96.0% | $6,956-98.1% | $2,969-95.5% |