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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $217,854 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $140,167 |
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 | $138,944 | $65,908+110.8% | $81,812+69.8% | $77,643+79.0% |
| Participation rate | 98.3% | 65.8%+32.5pp | 72.3%+26.0pp | 70.6%+27.8pp |
| Annual return | 14.65% | 26.64%-12.0pp | 773.79%-759.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $14,744 | $2,370+522.0% | $2,912+406.3% | $2,726+440.9% |
| Participant deferral / active EE | $10,125 | $3,505+188.8% | $4,319+134.4% | $4,647+117.9% |
| Admin fee / account holder | $224 | $526-57.5% | $7,386-97.0% | $430-48.0% |