Filed May 4, 2021 (most recent of 4 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 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,155 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,666 | $80,354-27.0% | $133,980-56.2% | $63,975-8.3% |
| Participation rate | 98.2% | 87.5%+10.7pp | 87.1%+11.2pp | 71.1%+27.1pp |
| Annual return | 17.54% | 13.11%+4.4pp | 29.30%-11.8pp | 48.65%-31.1pp |
| Employer contribution / active EE | $1,834 | $3,503-47.7% | $5,211-64.8% | $2,182-15.9% |
| Participant deferral / active EE | $4,008 | $5,239-23.5% | $6,282-36.2% | $3,356+19.4% |
| Admin fee / account holder | $7 | $69-89.6% | $9,324-99.9% | $70-89.8% |