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.5+ years Filed as: THE VANGUARD GROUP INC Service code 26 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Advisory (Participants) | $68,450 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Recordkeeping Fees | $34,569 |
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 | $142,769 | $96,403+48.1% | $93,606+52.5% | $77,787+83.5% |
| Participation rate | 83.1% | 87.6%-4.6pp | 75.8%+7.2pp | 73.2%+9.8pp |
| Annual return | 24.40% | 39.36%-15.0pp | 32.76%-8.4pp | 32.57%-8.2pp |
| Employer contribution / active EE | $4,509 | $3,616+24.7% | $2,718+65.9% | $2,504+80.0% |
| Participant deferral / active EE | $5,890 | $5,341+10.3% | $4,069+44.8% | $3,967+48.5% |
| Admin fee / account holder | $29 | $90-68.1% | $7,888-99.6% | $100-71.4% |