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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,236 |
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 | $120,410 | $54,237+122.0% | $90,281+33.4% | $67,579+78.2% |
| Participation rate | 84.1% | 68.6%+15.5pp | 73.3%+10.8pp | 71.3%+12.8pp |
| Annual return | 22.35% | 37.27%-14.9pp | 78.10%-55.8pp | 378.56%-356.2pp |
| Employer contribution / active EE | $7,420 | $1,846+302.0% | $2,854+160.0% | $2,148+245.5% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $12 | $123-90.3% | $5,351-99.8% | $142-91.6% |