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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,864 |
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 | $51,464 | $55,790-7.8% | $76,817-33.0% | $67,579-23.8% |
| Participation rate | 96.9% | 71.1%+25.8pp | 72.1%+24.8pp | 71.3%+25.6pp |
| Annual return | 15.81% | 64.45%-48.6pp | 1166.11%-1150.3pp | 378.56%-362.7pp |
| Employer contribution / active EE | $1,819 | $1,810+0.5% | $2,302-21.0% | $2,148-15.3% |
| Participant deferral / active EE | $2,661 | $2,875-7.4% | $3,336-20.2% | $3,539-24.8% |
| Admin fee / account holder | $69 | $159-56.6% | $6,420-98.9% | $142-51.5% |