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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $77,148 |
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 | $157,586 | $65,223+141.6% | $80,019+96.9% | $55,725+182.8% |
| Participation rate | 98.1% | 80.6%+17.5pp | 75.8%+22.2pp | 70.9%+27.2pp |
| Annual return | -4.41% | 7.59%-12.0pp | 11.22%-15.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $17,643 | $2,544+593.5% | $2,468+614.9% | $2,078+749.0% |
| Participant deferral / active EE | $13,906 | $3,881+258.4% | $3,686+277.3% | $3,356+314.4% |
| Admin fee / account holder | $169 | $114+48.2% | $6,521-97.4% | $115+46.9% |