Filed January 12, 2018 (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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,430,594 |
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 | $138,552 | $126,925+9.2% | $74,183+86.8% | $329,111-57.9% |
| Participation rate | 97.7% | 87.5%+10.1pp | 76.6%+21.0pp | 67.9%+29.8pp |
| Annual return | 12.60% | 10.67%+1.9pp | 17.74%-5.1pp | 16.35%-3.8pp |
| Employer contribution / active EE | $4,411 | $3,536+24.7% | $2,370+86.1% | $2,303+91.5% |
| Participant deferral / active EE | $6,993 | $6,619+5.6% | $3,550+97.0% | $3,682+89.9% |
| Admin fee / account holder | $52 | $64-18.3% | $5,586-99.1% | $754-93.1% |