Filed March 28, 2021
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $31,647 |
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 | $115,590 | $122,709-5.8% | $88,497+30.6% | $57,658+100.5% |
| Participation rate | 98.7% | 89.9%+8.9pp | 82.4%+16.3pp | 70.2%+28.5pp |
| Annual return | 11.17% | 10.63%+0.5pp | 7.63%+3.5pp | 5.13%+6.0pp |
| Employer contribution / active EE | $4,698 | $4,531+3.7% | $4,036+16.4% | $1,974+138.0% |
| Participant deferral / active EE | $8,305 | $6,704+23.9% | $4,899+69.5% | $3,061+171.3% |
| Admin fee / account holder | $36 | $93-61.2% | $6,220-99.4% | $95-62.0% |