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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,885 |
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 | $80,771 | $47,722+69.3% | $82,719-2.4% | $64,808+24.6% |
| Participation rate | 95.5% | 67.6%+27.9pp | 72.6%+22.9pp | 71.5%+24.0pp |
| Annual return | -16.44% | -13.05%-3.4pp | 701.18%-717.6pp | 32.82%-49.3pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $9,621 | $3,329+189.0% | $4,395+118.9% | $4,310+123.2% |
| Admin fee / account holder | $21 | $143-85.6% | $5,329-99.6% | $188-89.0% |