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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,641 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,439 | $52,208+90.5% | $86,612+14.8% | $74,419+33.6% |
| Participation rate | 97.3% | 66.3%+31.0pp | 71.7%+25.6pp | 70.7%+26.6pp |
| Annual return | 20.93% | 44.46%-23.5pp | 591.07%-570.1pp | 34.38%-13.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $10,770 | $3,383+218.4% | $4,438+142.7% | $4,528+137.9% |
| Admin fee / account holder | $39 | $319-87.8% | $5,614-99.3% | $348-88.8% |