Filed August 20, 2018 (most recent of 2 filings on file)
Total covered: 2 employees
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 10-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 Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $166,172 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,324 | $75,284+233.8% | $91,001+176.2% | $69,631+260.9% |
| Participation rate | 98.6% | 80.4%+18.2pp | 75.6%+23.0pp | 70.7%+28.0pp |
| Annual return | 16.92% | 48.40%-31.5pp | 4.60%+12.3pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $5,024 | $2,473+103.2% | $2,456+104.6% | $2,032+147.2% |
| Participant deferral / active EE | $9,804 | $3,700+165.0% | $3,547+176.4% | $3,224+204.1% |
| Admin fee / account holder | $194 | $111+75.5% | $5,417-96.4% | $110+75.7% |