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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,065 | $61,756-56.2% | $70,092-61.4% | $77,904-65.3% |
| Participation rate | 92.0% | 79.9%+12.1pp | 70.5%+21.5pp | 73.7%+18.3pp |
| Annual return | -14.79% | -11.86%-2.9pp | 190.73%-205.5pp | 12.21%-27.0pp |
| Employer contribution / active EE | $1,030 | $2,706-62.0% | $2,559-59.8% | $2,848-63.8% |
| Participant deferral / active EE | $2,030 | $3,977-49.0% | $3,849-47.3% | $4,806-57.8% |
| Admin fee / account holder | $59 | $101-42.1% | $6,267-99.1% | $133-55.7% |