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.2+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $61,612 |
THE VANGUARD GROUP, INC.2+ years Service code 64 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,983 | $50,106-24.2% | $70,014-45.7% | $57,658-34.1% |
| Participation rate | 97.8% | 70.9%+26.9pp | 71.8%+26.0pp | 70.2%+27.6pp |
| Annual return | 5.53% | 14.58%-9.1pp | 12.99%-7.5pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,383 | $1,739-20.5% | $2,338-40.9% | $1,974-29.9% |
| Participant deferral / active EE | $2,239 | $2,486-9.9% | $2,931-23.6% | $3,061-26.9% |
| Admin fee / account holder | $68 | $89-23.4% | $4,380-98.4% | $95-27.8% |