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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $745,699 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,176 | $93,773+109.2% | $125,339+56.5% | $78,044+151.4% |
| Participation rate | 91.6% | 75.6%+16.0pp | 82.4%+9.2pp | 74.4%+17.1pp |
| Annual return | -12.21% | 277.78%-290.0pp | 572.05%-584.3pp | 10.87%-23.1pp |
| Employer contribution / active EE | $0 | $3,678-100.0% | $4,814-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $12,928 | $6,971+85.4% | $7,446+73.6% | $5,084+154.3% |
| Admin fee / account holder | $67 | $67+0.1% | $10,010-99.3% | $79-15.1% |