Filed January 17, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,312 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,999 | $72,254-37.7% | $86,677-48.1% | $64,808-30.6% |
| Participation rate | 91.2% | 80.4%+10.7pp | 76.6%+14.6pp | 71.5%+19.7pp |
| Annual return | -17.67% | 392.42%-410.1pp | 35.91%-53.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,054 | $2,393-56.0% | $2,836-62.8% | $2,506-57.9% |
| Participant deferral / active EE | $3,349 | $4,658-28.1% | $4,656-28.1% | $4,310-22.3% |
| Admin fee / account holder | $85 | $174-51.2% | $7,493-98.9% | $188-54.8% |