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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $93,734 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,938 | $81,908+12.2% | $90,749+1.3% | $64,808+41.9% |
| Participation rate | 99.0% | 80.5%+18.5pp | 75.7%+23.3pp | 71.5%+27.5pp |
| Annual return | -15.34% | -12.53%-2.8pp | -12.16%-3.2pp | 32.82%-48.2pp |
| Employer contribution / active EE | $4,954 | $3,065+61.6% | $2,921+69.6% | $2,506+97.7% |
| Participant deferral / active EE | $7,861 | $4,840+62.4% | $4,564+72.2% | $4,310+82.4% |
| Admin fee / account holder | $117 | $157-25.6% | $8,445-98.6% | $188-37.8% |