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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,680 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,565 | $88,515-32.7% | $162,163-63.3% | $67,579-11.9% |
| Participation rate | 98.8% | 86.8%+12.0pp | 87.6%+11.2pp | 71.3%+27.5pp |
| Annual return | 16.51% | 27.04%-10.5pp | 115.59%-99.1pp | 378.56%-362.0pp |
| Employer contribution / active EE | $1,964 | $3,563-44.9% | $5,614-65.0% | $2,148-8.5% |
| Participant deferral / active EE | $4,540 | $5,724-20.7% | $7,298-37.8% | $3,539+28.3% |
| Admin fee / account holder | $63 | $124-49.2% | $10,843-99.4% | $142-55.8% |