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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,896 |
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 | $43,530 | $53,925-19.3% | $75,670-42.5% | $69,631-37.5% |
| Participation rate | 99.0% | 71.2%+27.8pp | 72.3%+26.6pp | 70.7%+28.3pp |
| Annual return | 13.29% | 17.84%-4.5pp | 27.34%-14.1pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $1,646 | $1,802-8.7% | $2,352-30.0% | $2,032-19.0% |
| Participant deferral / active EE | $2,363 | $2,569-8.0% | $3,142-24.8% | $3,224-26.7% |
| Admin fee / account holder | $68 | $97-29.5% | $5,800-98.8% | $110-38.0% |