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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,565 |
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 | $135,267 | $52,670+156.8% | $90,404+49.6% | $73,409+84.3% |
| Participation rate | 88.8% | 67.7%+21.2pp | 72.7%+16.2pp | 72.2%+16.7pp |
| Annual return | 16.78% | 20.70%-3.9pp | 1293.02%-1276.2pp | 59.29%-42.5pp |
| Employer contribution / active EE | $9,113 | $1,872+386.9% | $3,262+179.4% | $2,234+308.0% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $18 | $117-84.6% | $5,611-99.7% | $158-88.6% |