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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,595 |
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 | $63,912 | $89,274-28.4% | $149,718-57.3% | $77,958-18.0% |
| Participation rate | 96.6% | 87.6%+9.0pp | 87.1%+9.6pp | 71.6%+25.0pp |
| Annual return | 28.00% | 20.36%+7.6pp | 1501.63%-1473.6pp | 20.87%+7.1pp |
| Employer contribution / active EE | $1,965 | $3,727-47.3% | $5,445-63.9% | $2,310-14.9% |
| Participant deferral / active EE | $4,068 | $5,382-24.4% | $6,569-38.1% | $3,537+15.0% |
| Admin fee / account holder | $8 | $240-96.6% | $11,283-99.9% | $97-91.5% |