Filed February 4, 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,436 |
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 | $89,148 | $55,516+60.6% | $75,781+17.6% | $59,188+50.6% |
| Participation rate | 98.7% | 73.6%+25.1pp | 75.8%+22.9pp | 69.4%+29.3pp |
| Annual return | 1.13% | -1.89%+3.0pp | 9.68%-8.5pp | 5.51%-4.4pp |
| Employer contribution / active EE | $2,867 | $2,604+10.1% | $3,323-13.7% | $2,098+36.7% |
| Participant deferral / active EE | $8,098 | $2,599+211.6% | $3,651+121.8% | $3,265+148.1% |
| Admin fee / account holder | $17 | $110-84.3% | $5,299-99.7% | $92-81.3% |