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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,666 |
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 | $90,161 | $54,392+65.8% | $84,750+6.4% | $63,975+40.9% |
| Participation rate | 98.3% | 76.9%+21.5pp | 76.6%+21.7pp | 71.1%+27.2pp |
| Annual return | 9.64% | 611.38%-601.7pp | 22.78%-13.1pp | 48.65%-39.0pp |
| Employer contribution / active EE | $2,922 | $2,943-0.7% | $3,574-18.2% | $2,182+34.0% |
| Participant deferral / active EE | $8,095 | $2,593+212.2% | $3,712+118.1% | $3,356+141.2% |
| Admin fee / account holder | $17 | $136-87.4% | $5,332-99.7% | $70-75.7% |