Filed December 17, 2020
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 | $10,257 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,412 | $73,102-33.8% | $123,544-60.8% | $56,287-14.0% |
| Participation rate | 73.9% | 74.3%-0.4pp | 82.3%-8.4pp | 69.9%+4.0pp |
| Annual return | -6.71% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,881 | $2,977-36.8% | $4,628-59.4% | $2,111-10.9% |
| Participant deferral / active EE | $6,633 | $5,423+22.3% | $6,426+3.2% | $3,350+98.0% |
| Admin fee / account holder | $57 | $554-89.8% | $9,284-99.4% | $521-89.1% |