Filed February 20, 2020 (most recent of 2 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.1+ years Filed as: THE VANGUARD GROUP INC Service code 37 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Loan Processing | $13,663 |
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 | $96,159 | $81,321+18.2% | $68,509+40.4% | $59,188+62.5% |
| Participation rate | 92.2% | 83.8%+8.3pp | 74.7%+17.4pp | 69.4%+22.8pp |
| Annual return | 0.42% | 4.65%-4.2pp | 8.27%-7.9pp | 5.51%-5.1pp |
| Employer contribution / active EE | $3,651 | $3,297+10.8% | $2,278+60.3% | $2,098+74.0% |
| Participant deferral / active EE | $4,696 | $4,592+2.3% | $3,382+38.8% | $3,265+43.9% |
| Admin fee / account holder | $5 | $62-92.7% | $5,275-99.9% | $92-95.1% |