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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,532 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,784 | $138,427-5.5% | $97,995+33.5% | $69,631+87.8% |
| Participation rate | 98.7% | 90.0%+8.7pp | 82.4%+16.3pp | 70.7%+28.0pp |
| Annual return | 18.50% | 26.21%-7.7pp | 23.94%-5.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $5,563 | $4,858+14.5% | $4,158+33.8% | $2,032+173.8% |
| Participant deferral / active EE | $9,052 | $7,165+26.3% | $5,097+77.6% | $3,224+180.8% |
| Admin fee / account holder | $38 | $101-62.0% | $5,943-99.4% | $110-65.3% |