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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,710 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,217 | $62,267-65.9% | $110,238-80.8% | $55,725-61.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 79.8%+10.2pp | 70.9%+19.1pp |
| Annual return | -6.55% | -1.07%-5.5pp | 314.74%-321.3pp | 244.93%-251.5pp |
| Employer contribution / active EE | $983 | $1,941-49.4% | $3,826-74.3% | $2,078-52.7% |
| Participant deferral / active EE | $4,382 | $3,516+24.6% | $4,672-6.2% | $3,356+30.6% |
| Admin fee / account holder | $6 | $121-95.1% | $8,547-99.9% | $115-94.8% |