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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $123,525 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $51,122 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,554 | $43,113+128.6% | $82,719+19.1% | $77,904+26.5% |
| Participation rate | 97.6% | 63.8%+33.7pp | 72.6%+25.0pp | 73.7%+23.9pp |
| Annual return | 1.94% | 2.60%-0.7pp | 701.18%-699.2pp | 12.21%-10.3pp |
| Employer contribution / active EE | $4,176 | $1,924+117.0% | $3,009+38.8% | $2,848+46.6% |
| Participant deferral / active EE | $2,466 | $3,057-19.3% | $4,395-43.9% | $4,806-48.7% |
| Admin fee / account holder | $93 | $102-9.0% | $5,329-98.3% | $133-29.8% |