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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $345,765 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $18 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $161,893 | $86,372+87.4% | $123,892+30.7% | $65,292+148.0% |
| Participation rate | 91.3% | 76.9%+14.4pp | 81.4%+9.9pp | 72.4%+18.9pp |
| Annual return | 1.43% | 11.27%-9.8pp | 47.52%-46.1pp | 11.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,617-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $9,854 | $5,625+75.2% | $5,984+64.7% | $3,579+175.4% |
| Admin fee / account holder | $42 | $53-19.9% | $8,357-99.5% | $57-26.2% |