Filed December 8, 2014
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 10-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,965 |
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 | $48,568 | $81,537-40.4% | $149,718-67.6% | $69,631-30.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 15.26% | 22.79%-7.5pp | 1501.63%-1486.4pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $1,879 | $3,239-42.0% | $5,445-65.5% | $2,032-7.5% |
| Participant deferral / active EE | $4,106 | $4,994-17.8% | $6,569-37.5% | $3,224+27.4% |
| Admin fee / account holder | $65 | $107-39.4% | $11,283-99.4% | $110-41.3% |