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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $594,191 |
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 | $188,053 | $95,048+97.9% | $141,162+33.2% | $82,204+128.8% |
| Participation rate | 89.4% | 73.7%+15.7pp | 82.5%+7.0pp | 73.4%+16.0pp |
| Annual return | 6.81% | 26.89%-20.1pp | 71.39%-64.6pp | 26.31%-19.5pp |
| Employer contribution / active EE | $0 | $2,921-100.0% | $4,735-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $10,739 | $5,907+81.8% | $6,709+60.1% | $4,246+152.9% |
| Admin fee / account holder | $61 | $78-20.9% | $10,261-99.4% | $76-18.7% |