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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,980 |
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 | $17,834 | $71,666-75.1% | $117,854-84.9% | $69,631-74.4% |
| Participation rate | 89.1% | 77.5%+11.5pp | 79.7%+9.4pp | 70.7%+18.4pp |
| Annual return | 19.12% | 18.86%+0.3pp | 335.08%-316.0pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $968 | $1,889-48.8% | $3,786-74.4% | $2,032-52.4% |
| Participant deferral / active EE | $4,133 | $3,340+23.8% | $4,482-7.8% | $3,224+28.2% |
| Admin fee / account holder | $4 | $120-96.5% | $8,020-99.9% | $110-96.2% |