Filed August 29, 2018 (most recent of 6 filings on file)
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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,167 | $142,480+88.9% | $112,040+140.2% | $142,480+88.9% |
| Participation rate | 92.0% | 76.2%+15.8pp | 76.5%+15.5pp | 76.2%+15.8pp |
| Annual return | 119.55% | 16.32%+103.2pp | 24.52%+95.0pp | 16.32%+103.2pp |
| Employer contribution / active EE | $3,579 | $3,867-7.5% | $2,954+21.1% | $3,867-7.5% |
| Participant deferral / active EE | $9,131 | $6,807+34.1% | $5,098+79.1% | $6,807+34.1% |
| Admin fee / account holder | $50 | $307-83.6% | $12,098-99.6% | $307-83.6% |