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.4+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $6,868 |
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 | $92,223 | $43,999+109.6% | $79,464+16.1% | $55,725+65.5% |
| Participation rate | 84.9% | 66.9%+18.0pp | 73.3%+11.6pp | 70.9%+14.1pp |
| Annual return | -3.72% | 1.81%-5.5pp | 718.14%-721.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $8,213 | $1,830+348.9% | $2,800+193.3% | $2,078+295.2% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $11 | $118-90.9% | $5,113-99.8% | $115-90.7% |