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.1+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $56,580 |
THE VANGUARD GROUP, INC.1+ years Service code 64 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,437 | $54,890+28.3% | $63,517+10.9% | $59,188+19.0% |
| Participation rate | 98.1% | 75.6%+22.5pp | 71.0%+27.1pp | 69.4%+28.7pp |
| Annual return | 2.19% | 4.56%-2.4pp | -70.30%+72.5pp | 5.51%-3.3pp |
| Employer contribution / active EE | $2,442 | $1,831+33.4% | $2,322+5.2% | $2,098+16.4% |
| Participant deferral / active EE | $4,210 | $2,803+50.2% | $2,953+42.6% | $3,265+29.0% |
| Admin fee / account holder | $4 | $66-93.5% | $5,892-99.9% | $92-95.3% |