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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,829 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,543 | $54,237+30.1% | $90,281-21.9% | $67,579+4.4% |
| Participation rate | 96.7% | 68.6%+28.1pp | 73.3%+23.4pp | 71.3%+25.4pp |
| Annual return | 26.12% | 37.27%-11.2pp | 78.10%-52.0pp | 378.56%-352.4pp |
| Employer contribution / active EE | $1 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $8,055 | $2,625+206.8% | $3,885+107.3% | $3,539+127.6% |
| Admin fee / account holder | $6 | $123-95.1% | $5,351-99.9% | $142-95.8% |