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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,250 |
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 | $43,156 | $48,261-10.6% | $68,793-37.3% | $55,725-22.6% |
| Participation rate | 98.2% | 71.0%+27.1pp | 72.2%+25.9pp | 70.9%+27.3pp |
| Annual return | -2.21% | -2.61%+0.4pp | -4.63%+2.4pp | 244.93%-247.1pp |
| Employer contribution / active EE | $1,652 | $1,742-5.2% | $2,625-37.1% | $2,078-20.5% |
| Participant deferral / active EE | $2,309 | $2,712-14.9% | $3,311-30.3% | $3,356-31.2% |
| Admin fee / account holder | $69 | $126-45.1% | $5,131-98.7% | $115-39.9% |