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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,745 |
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).
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 | $12,264 | $107,378-88.6% | $108,579-88.7% | $57,658-78.7% |
| Participation rate | 87.6% | 77.1%+10.5pp | 79.6%+8.0pp | 70.2%+17.4pp |
| Annual return | 14.81% | 12.80%+2.0pp | -51.70%+66.5pp | 5.13%+9.7pp |
| Employer contribution / active EE | $1,050 | $1,782-41.1% | $3,758-72.1% | $1,974-46.8% |
| Participant deferral / active EE | $3,461 | $3,221+7.5% | $4,311-19.7% | $3,061+13.1% |
| Admin fee / account holder | $2 | $108-97.8% | $7,645-100.0% | $95-97.5% |