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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,616 |
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 | $114,120 | $65,908+73.2% | $81,812+39.5% | $77,643+47.0% |
| Participation rate | 94.7% | 65.8%+28.9pp | 72.3%+22.4pp | 70.6%+24.1pp |
| Annual return | 14.30% | 26.64%-12.3pp | 773.79%-759.5pp | 31.24%-16.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,511 | $3,505+228.4% | $4,319+166.6% | $4,647+147.7% |
| Admin fee / account holder | $39 | $526-92.5% | $7,386-99.5% | $430-90.8% |