Filed February 16, 2018
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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $107,631 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,704 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,266 | $2,679,533-96.2% | $164,813-38.6% | $199,593-49.3% |
| Participation rate | 94.8% | 78.3%+16.5pp | 78.6%+16.2pp | 72.0%+22.9pp |
| Annual return | 13.83% | 17.93%-4.1pp | 69.93%-56.1pp | 34.25%-20.4pp |
| Employer contribution / active EE | $6,791 | $2,970+128.7% | $4,341+56.4% | $3,034+123.8% |
| Participant deferral / active EE | $8,779 | $5,010+75.2% | $6,031+45.6% | $5,087+72.6% |
| Admin fee / account holder | $53 | $1,982-97.3% | $12,690-99.6% | $269-80.2% |