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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 17 · EIN 23-1945930 100 VANGUARSD BLVD. · MALVERN, PA 19355 | Pension Consulting | $18,985 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,965 | $132,049+9.8% | $200,582-27.7% | $74,304+95.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 17.37% | 22.22%-4.9pp | 42.33%-25.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,318 | $4,558-49.1% | $6,419-63.9% | $2,241+3.4% |
| Participant deferral / active EE | $13,219 | $7,213+83.3% | $9,331+41.7% | $3,767+250.9% |
| Admin fee / account holder | $99 | $2,405-95.9% | $16,305-99.4% | $2,969-96.7% |