Filed April 1, 2021
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 | $117,841 |
REGIONAL ENTERPRISES1 year Service code 26 · EIN 39-1555837 | Advisory (Participants) | $9,000 |
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 | $83,018 | $62,928+31.9% | $172,739-51.9% | $67,579+22.8% |
| Participation rate | 97.6% | 64.5%+33.1pp | 82.6%+14.9pp | 71.3%+26.3pp |
| Annual return | 19.20% | 30.36%-11.2pp | 802.84%-783.6pp | 378.56%-359.4pp |
| Employer contribution / active EE | $2,240 | $1,636+36.9% | $5,143-56.4% | $2,148+4.3% |
| Participant deferral / active EE | $4,596 | $2,145+114.3% | $5,198-11.6% | $3,539+29.8% |
| Admin fee / account holder | $118 | $167-29.3% | $13,954-99.2% | $142-17.2% |