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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $341,848 |
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 | $85,025 | $123,286-31.0% | $75,670+12.4% | $77,958+9.1% |
| Participation rate | 98.8% | 78.8%+20.0pp | 72.3%+26.4pp | 71.6%+27.1pp |
| Annual return | 16.31% | 20.45%-4.1pp | 27.34%-11.0pp | 20.87%-4.6pp |
| Employer contribution / active EE | $2,775 | $2,035+36.4% | $2,352+18.0% | $2,310+20.1% |
| Participant deferral / active EE | $5,350 | $3,095+72.8% | $3,142+70.2% | $3,537+51.3% |
| Admin fee / account holder | $57 | $144-60.5% | $5,800-99.0% | $97-41.5% |