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 4-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.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $231,979 |
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 | $118,745 | $52,626+125.6% | $98,442+20.6% | $93,030+27.6% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.3%+24.3pp | 73.9%+23.7pp |
| Annual return | 0.00% | 16.95%-16.9pp | 1492.73%-1492.7pp | 158.70%-158.7pp |
| Employer contribution / active EE | $11,339 | $1,894+498.8% | $2,960+283.1% | $2,706+319.1% |
| Participant deferral / active EE | $3,965 | $2,907+36.4% | $4,276-7.3% | $4,562-13.1% |
| Admin fee / account holder | $137 | $102+33.9% | $5,949-97.7% | $152-9.8% |