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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $103,881 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,858 | $92,055+33.5% | $106,213+15.7% | $77,643+58.2% |
| Participation rate | 97.8% | 81.0%+16.8pp | 75.3%+22.5pp | 70.6%+27.2pp |
| Annual return | 11.82% | 17.91%-6.1pp | 116.14%-104.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $5,134 | $3,367+52.5% | $3,171+61.9% | $2,726+88.3% |
| Participant deferral / active EE | $7,966 | $5,386+47.9% | $5,016+58.8% | $4,647+71.4% |
| Admin fee / account holder | $132 | $219-39.6% | $11,033-98.8% | $430-69.3% |