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.4+ years Filed as: THE VANGUARD GROUP INC Service code 37 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Loan Processing | $72,471 |
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 | $118,776 | $134,045-11.4% | $80,019+48.4% | $75,289+57.8% |
| Participation rate | 97.7% | 85.8%+12.0pp | 75.8%+21.9pp | 72.4%+25.3pp |
| Annual return | -4.08% | -0.56%-3.5pp | 11.22%-15.3pp | -0.04%-4.0pp |
| Employer contribution / active EE | $5,326 | $3,492+52.5% | $2,468+115.8% | $2,405+121.4% |
| Participant deferral / active EE | $6,680 | $4,976+34.2% | $3,686+81.2% | $3,739+78.7% |
| Admin fee / account holder | $22 | $124-82.6% | $6,521-99.7% | $102-78.9% |