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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $69,692 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $154,996 | $75,284+105.9% | $91,001+70.3% | $69,631+122.6% |
| Participation rate | 99.7% | 80.4%+19.3pp | 75.6%+24.1pp | 70.7%+29.1pp |
| Annual return | 19.91% | 48.40%-28.5pp | 4.60%+15.3pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $15,452 | $2,473+524.9% | $2,456+529.3% | $2,032+660.4% |
| Participant deferral / active EE | $11,532 | $3,700+211.7% | $3,547+225.1% | $3,224+257.7% |
| Admin fee / account holder | $152 | $111+37.3% | $5,417-97.2% | $110+37.4% |