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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $222,330 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $116,435 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,198 | $52,660+116.9% | $86,612+31.9% | $80,160+42.5% |
| Participation rate | 99.1% | 62.4%+36.7pp | 71.7%+27.4pp | 72.9%+26.2pp |
| Annual return | 16.51% | 24.87%-8.4pp | 591.07%-574.6pp | 40.38%-23.9pp |
| Employer contribution / active EE | $7,844 | $2,140+266.6% | $3,022+159.5% | $2,978+163.4% |
| Participant deferral / active EE | $5,314 | $3,215+65.3% | $4,438+19.7% | $5,017+5.9% |
| Admin fee / account holder | $185 | $113+64.2% | $5,614-96.7% | $145+27.7% |