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.3+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $6,765 |
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 | $96,089 | $46,100+108.4% | $86,590+11.0% | $69,631+38.0% |
| Participation rate | 85.0% | 67.2%+17.8pp | 73.5%+11.5pp | 70.7%+14.3pp |
| Annual return | 18.93% | 21.02%-2.1pp | 964.84%-945.9pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $7,831 | $1,850+323.3% | $2,839+175.8% | $2,032+285.3% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $11 | $94-88.5% | $4,906-99.8% | $110-90.2% |