Filed February 5, 2018 (most recent of 3 filings on file)
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 10-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 Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $21,770 |
THE VANGUARD GROUP, INC.1+ years Service code 64 | Recordkeeping Fees | $0 |
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 | $35,821 | $48,277-25.8% | $63,517-43.6% | $55,191-35.1% |
| Participation rate | 99.2% | 69.4%+29.8pp | 71.0%+28.2pp | 69.2%+30.1pp |
| Annual return | 0.11% | 2.37%-2.3pp | -70.30%+70.4pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,402 | $1,592-11.9% | $2,322-39.6% | $1,899-26.1% |
| Participant deferral / active EE | $2,241 | $2,432-7.8% | $2,953-24.1% | $3,046-26.4% |
| Admin fee / account holder | $14 | $86-83.3% | $5,892-99.8% | $91-84.2% |