Filed December 16, 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 15 · EIN 23-1945930 | Recordkeeping | $6,417 |
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 | $75,532 | $38,925+94.0% | $73,843+2.3% | $55,191+36.9% |
| Participation rate | 88.2% | 66.0%+22.2pp | 73.4%+14.8pp | 69.2%+19.1pp |
| Annual return | 0.73% | 6.31%-5.6pp | 2267.84%-2267.1pp | 10.78%-10.0pp |
| Employer contribution / active EE | $8,029 | $1,695+373.7% | $2,787+188.0% | $1,899+322.9% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $11 | $83-86.7% | $4,880-99.8% | $91-87.8% |