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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $554,266 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,544 | $93,283+1.4% | $77,163+22.5% | $103,482-8.6% |
| Participation rate | 98.1% | 79.3%+18.9pp | 69.6%+28.6pp | 73.3%+24.9pp |
| Annual return | 18.19% | 17.40%+0.8pp | 37.87%-19.7pp | 33.11%-14.9pp |
| Employer contribution / active EE | $3,124 | $3,170-1.4% | $2,535+23.3% | $3,208-2.6% |
| Participant deferral / active EE | $5,630 | $4,624+21.8% | $3,833+46.9% | $5,207+8.1% |
| Admin fee / account holder | $65 | $78-16.9% | $5,472-98.8% | $114-42.9% |