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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,875 |
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 | $50,311 | $80,005-37.1% | $140,016-64.1% | $55,725-9.7% |
| Participation rate | 98.7% | 87.0%+11.7pp | 87.5%+11.2pp | 70.9%+27.9pp |
| Annual return | -2.54% | 0.46%-3.0pp | 651.12%-653.7pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,798 | $3,403-47.1% | $5,606-67.9% | $2,078-13.5% |
| Participant deferral / active EE | $4,139 | $5,264-21.4% | $6,927-40.3% | $3,356+23.3% |
| Admin fee / account holder | $63 | $116-45.6% | $10,705-99.4% | $115-45.4% |