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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $352,010 |
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 | $80,527 | $77,559+3.8% | $68,793+17.1% | $75,289+7.0% |
| Participation rate | 93.4% | 78.3%+15.1pp | 72.2%+21.2pp | 72.4%+21.0pp |
| Annual return | -4.94% | -1.01%-3.9pp | -4.63%-0.3pp | -0.04%-4.9pp |
| Employer contribution / active EE | $2,627 | $1,993+31.8% | $2,625+0.1% | $2,405+9.2% |
| Participant deferral / active EE | $5,168 | $3,128+65.2% | $3,311+56.1% | $3,739+38.2% |
| Admin fee / account holder | $58 | $90-35.4% | $5,131-98.9% | $102-42.9% |