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 7-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,235 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,481 | $57,096-85.1% | $94,224-91.0% | $55,191-84.6% |
| Participation rate | 87.2% | 75.7%+11.6pp | 78.8%+8.4pp | 69.2%+18.1pp |
| Annual return | 27.88% | 159.65%-131.8pp | 10.68%+17.2pp | 10.78%+17.1pp |
| Employer contribution / active EE | $969 | $1,708-43.2% | $3,587-73.0% | $1,899-49.0% |
| Participant deferral / active EE | $3,170 | $3,165+0.1% | $4,320-26.6% | $3,046+4.0% |
| Admin fee / account holder | $1 | $89-99.2% | $6,269-100.0% | $91-99.2% |