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 Service code 15 · EIN 23-1945930 | Recordkeeping | $3,248 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,874 | $43,999+27.0% | $79,464-29.7% | $55,725+0.3% |
| Participation rate | 93.8% | 66.9%+26.8pp | 73.3%+20.4pp | 70.9%+22.9pp |
| Annual return | -5.41% | 1.81%-7.2pp | 718.14%-723.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $8 | $1,830-99.6% | $2,800-99.7% | $2,078-99.6% |
| Participant deferral / active EE | $7,466 | $2,538+194.2% | $3,704+101.6% | $3,356+122.5% |
| Admin fee / account holder | $5 | $118-95.5% | $5,113-99.9% | $115-95.4% |