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 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $234,665 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $181,926 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,756 | $121,599+79.9% | $135,903+61.0% | $103,482+111.4% |
| Participation rate | 92.9% | 76.2%+16.7pp | 81.9%+11.0pp | 73.3%+19.7pp |
| Annual return | 7.07% | 26.09%-19.0pp | 68.23%-61.2pp | 33.11%-26.0pp |
| Employer contribution / active EE | $0 | $4,627-100.0% | $4,856-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $6,933 | $7,782-10.9% | $7,758-10.6% | $5,207+33.1% |
| Admin fee / account holder | $34 | $76-54.9% | $10,762-99.7% | $114-70.1% |