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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,125 |
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 | $30,350 | $69,159-56.1% | $125,175-75.8% | $67,579-55.1% |
| Participation rate | 97.4% | 78.2%+19.2pp | 79.8%+17.6pp | 71.3%+26.1pp |
| Annual return | 13.35% | 27.12%-13.8pp | 43.79%-30.4pp | 378.56%-365.2pp |
| Employer contribution / active EE | $1,345 | $2,023-33.5% | $3,865-65.2% | $2,148-37.4% |
| Participant deferral / active EE | $5,875 | $3,700+58.8% | $4,937+19.0% | $3,539+66.0% |
| Admin fee / account holder | $6 | $142-95.5% | $9,702-99.9% | $142-95.5% |