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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $629,268 |
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 | $188,702 | $108,759+73.5% | $149,696+26.1% | $93,223+102.4% |
| Participation rate | 91.3% | 70.7%+20.6pp | 82.5%+8.8pp | 74.9%+16.4pp |
| Annual return | 5.67% | 19.53%-13.9pp | 276.60%-270.9pp | 19.29%-13.6pp |
| Employer contribution / active EE | $0 | $2,777-100.0% | $4,644-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $11,344 | $6,149+84.5% | $6,842+65.8% | $4,563+148.6% |
| Admin fee / account holder | $61 | $81-23.9% | $9,309-99.3% | $79-22.4% |