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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $711,609 |
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 | $235,408 | $114,241+106.1% | $159,436+47.7% | $101,517+131.9% |
| Participation rate | 92.5% | 71.7%+20.7pp | 82.8%+9.6pp | 74.6%+17.9pp |
| Annual return | 29.89% | 22.81%+7.1pp | 263.57%-233.7pp | 21.00%+8.9pp |
| Employer contribution / active EE | $0 | $3,214-100.0% | $4,829-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $12,064 | $6,307+91.3% | $7,352+64.1% | $4,873+147.6% |
| Admin fee / account holder | $67 | $81-17.4% | $10,799-99.4% | $139-52.2% |