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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $304,121 |
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 | $59,498 | $60,396-1.5% | $83,848-29.0% | $75,289-21.0% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.1%+18.9pp | 72.4%+22.6pp |
| Annual return | -0.62% | 3.84%-4.5pp | 850.88%-851.5pp | -0.04%-0.6pp |
| Employer contribution / active EE | $4,437 | $3,343+32.7% | $3,631+22.2% | $2,405+84.5% |
| Participant deferral / active EE | $6,030 | $2,922+106.4% | $4,082+47.7% | $3,739+61.3% |
| Admin fee / account holder | $50 | $141-64.3% | $5,478-99.1% | $102-50.7% |