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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $187,005 |
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 | $57,429 | $82,546-30.4% | $140,016-59.0% | $75,289-23.7% |
| Participation rate | 95.6% | 88.4%+7.2pp | 87.5%+8.1pp | 72.4%+23.2pp |
| Annual return | -3.04% | -0.36%-2.7pp | 651.12%-654.2pp | -0.04%-3.0pp |
| Employer contribution / active EE | $2,155 | $3,856-44.1% | $5,606-61.6% | $2,405-10.4% |
| Participant deferral / active EE | $4,461 | $5,731-22.2% | $6,927-35.6% | $3,739+19.3% |
| Admin fee / account holder | $57 | $86-33.3% | $10,705-99.5% | $102-44.1% |