Filed December 29, 2016 (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 9-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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $689,998 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $294,177 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,150 | $119,627+113.3% | $146,958+73.6% | $99,062+157.6% |
| Participation rate | 99.5% | 73.4%+26.1pp | 82.2%+17.4pp | 71.6%+27.9pp |
| Annual return | 12.73% | 28.82%-16.1pp | 418.34%-405.6pp | 17.66%-4.9pp |
| Employer contribution / active EE | $14,673 | $4,153+253.4% | $4,933+197.5% | $3,262+349.8% |
| Participant deferral / active EE | $406 | $7,997-94.9% | $8,070-95.0% | $5,331-92.4% |
| Admin fee / account holder | $85 | $150-42.9% | $12,998-99.3% | $109-21.6% |