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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,081 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,490 | $111,608-33.3% | $177,821-58.1% | $73,409+1.5% |
| Participation rate | 98.2% | 87.9%+10.4pp | 87.7%+10.5pp | 72.2%+26.0pp |
| Annual return | 22.58% | 18.23%+4.3pp | 48.32%-25.7pp | 59.29%-36.7pp |
| Employer contribution / active EE | $2,041 | $3,796-46.2% | $5,918-65.5% | $2,234-8.6% |
| Participant deferral / active EE | $4,840 | $6,199-21.9% | $7,714-37.3% | $3,805+27.2% |
| Admin fee / account holder | $50 | $166-69.5% | $12,427-99.6% | $158-68.1% |