Filed July 18, 2016
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $60,611 |
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 | $135,991 | $74,024+83.7% | $77,999+74.3% | $57,658+135.9% |
| Participation rate | 99.4% | 79.7%+19.7pp | 75.5%+23.9pp | 70.2%+29.2pp |
| Annual return | 0.00% | 12.14%-12.1pp | 425.96%-426.0pp | 5.13%-5.1pp |
| Employer contribution / active EE | $13,239 | $2,365+459.7% | $2,470+436.0% | $1,974+570.8% |
| Participant deferral / active EE | $10,691 | $3,533+202.6% | $3,497+205.7% | $3,061+249.3% |
| Admin fee / account holder | $156 | $93+67.0% | $5,480-97.2% | $95+64.7% |