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 6-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 | $40,041 |
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 | $113,207 | $85,135+33.0% | $98,907+14.5% | $73,409+54.2% |
| Participation rate | 98.7% | 81.1%+17.5pp | 76.0%+22.7pp | 72.2%+26.5pp |
| Annual return | 0.00% | 19.14%-19.1pp | 196.43%-196.4pp | 59.29%-59.3pp |
| Employer contribution / active EE | $3,304 | $2,721+21.4% | $2,689+22.9% | $2,234+47.9% |
| Participant deferral / active EE | $4,882 | $4,349+12.3% | $4,244+15.0% | $3,805+28.3% |
| Admin fee / account holder | $60 | $139-57.2% | $6,642-99.1% | $158-62.3% |