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.2+ years Filed as: THE VANGUARD GROUP INC Service code 37 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Loan Processing | $12,450 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,127 | $82,279+36.3% | $77,999+43.8% | $63,975+75.3% |
| Participation rate | 89.8% | 84.7%+5.2pp | 75.5%+14.3pp | 71.1%+18.7pp |
| Annual return | 3.42% | 11.20%-7.8pp | 425.96%-422.5pp | 48.65%-45.2pp |
| Employer contribution / active EE | $4,051 | $3,297+22.9% | $2,470+64.0% | $2,182+85.7% |
| Participant deferral / active EE | $5,059 | $4,538+11.5% | $3,497+44.7% | $3,356+50.7% |
| Admin fee / account holder | $2 | $81-98.2% | $5,480-100.0% | $70-97.9% |