Filed February 5, 2021
See peer percentile detail. $4.99 for your first month.
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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 | $8,074 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,017 | $74,024-4.1% | $77,999-9.0% | $57,658+23.2% |
| Participation rate | 99.7% | 79.7%+20.0pp | 75.5%+24.2pp | 70.2%+29.5pp |
| Annual return | 10.18% | 12.14%-2.0pp | 425.96%-415.8pp | 5.13%+5.0pp |
| Employer contribution / active EE | $4,062 | $2,365+71.7% | $2,470+64.5% | $1,974+105.8% |
| Participant deferral / active EE | $7,828 | $3,533+121.6% | $3,497+123.9% | $3,061+155.8% |
| Admin fee / account holder | $6 | $93-93.9% | $5,480-99.9% | $95-94.0% |