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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $539,712 |
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 | $75,999 | $73,497+3.4% | $101,248-24.9% | $93,223-18.5% |
| Participation rate | 95.5% | 84.5%+11.0pp | 75.8%+19.7pp | 74.9%+20.6pp |
| Annual return | 20.20% | 11.66%+8.5pp | 46.47%-26.3pp | 19.29%+0.9pp |
| Employer contribution / active EE | $5,078 | $3,600+41.1% | $3,660+38.8% | $2,680+89.5% |
| Participant deferral / active EE | $7,822 | $3,303+136.8% | $4,370+79.0% | $4,563+71.4% |
| Admin fee / account holder | $68 | $121-43.7% | $5,945-98.9% | $79-14.1% |