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) | $574,156 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $342,288 |
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 | $238,675 | $119,627+99.5% | $146,958+62.4% | $99,062+140.9% |
| Participation rate | 98.7% | 73.4%+25.2pp | 82.2%+16.5pp | 71.6%+27.0pp |
| Annual return | 14.26% | 28.82%-14.6pp | 418.34%-404.1pp | 17.66%-3.4pp |
| Employer contribution / active EE | $0 | $4,153-100.0% | $4,933-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $15,018 | $7,997+87.8% | $8,070+86.1% | $5,331+181.7% |
| Admin fee / account holder | $72 | $150-51.7% | $12,998-99.4% | $109-33.6% |