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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,991 |
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 | $46,446 | $61,473-24.4% | $81,930-43.3% | $73,409-36.7% |
| Participation rate | 97.3% | 72.4%+24.9pp | 72.0%+25.3pp | 72.2%+25.1pp |
| Annual return | 14.17% | 28.26%-14.1pp | 29.49%-15.3pp | 59.29%-45.1pp |
| Employer contribution / active EE | $1,505 | $1,898-20.7% | $4,310-65.1% | $2,234-32.6% |
| Participant deferral / active EE | $2,422 | $3,080-21.4% | $7,107-65.9% | $3,805-36.3% |
| Admin fee / account holder | $72 | $125-42.7% | $5,158-98.6% | $158-54.4% |