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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $65,862 |
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 | $75,903 | $221,442-65.7% | $92,233-17.7% | $77,958-2.6% |
| Participation rate | 95.0% | 79.6%+15.4pp | 76.5%+18.5pp | 71.6%+23.3pp |
| Annual return | 21.47% | 15.65%+5.8pp | 176.28%-154.8pp | 20.87%+0.6pp |
| Employer contribution / active EE | $4,854 | $3,226+50.5% | $3,679+31.9% | $2,310+110.1% |
| Participant deferral / active EE | $6,206 | $2,779+123.3% | $3,897+59.3% | $3,537+75.5% |
| Admin fee / account holder | $14 | $210-93.4% | $5,194-99.7% | $97-85.8% |