Filed April 23, 2018 (most recent of 2 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 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 | $137,978 |
SPENCER FANE LLP1 year Service code 29 · EIN 44-0561981 | Legal | $18,564 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,543 | $37,884+342.3% | $79,464+110.8% | $75,289+122.5% |
| Participation rate | 98.5% | 65.0%+33.5pp | 73.3%+25.2pp | 72.4%+26.1pp |
| Annual return | 9.00% | 1.06%+7.9pp | 718.14%-709.1pp | -0.04%+9.0pp |
| Employer contribution / active EE | $12,480 | $1,680+642.9% | $2,800+345.6% | $2,405+418.9% |
| Participant deferral / active EE | $1,032 | $2,569-59.8% | $3,704-72.1% | $3,739-72.4% |
| Admin fee / account holder | $116 | $77+51.8% | $5,113-97.7% | $102+13.6% |