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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $247,377 |
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 | $68,197 | $95,776-28.8% | $162,163-57.9% | $77,787-12.3% |
| Participation rate | 96.9% | 88.6%+8.2pp | 87.6%+9.3pp | 73.2%+23.6pp |
| Annual return | 27.92% | 37.03%-9.1pp | 115.59%-87.7pp | 32.57%-4.7pp |
| Employer contribution / active EE | $2,522 | $3,874-34.9% | $5,614-55.1% | $2,504+0.7% |
| Participant deferral / active EE | $5,276 | $6,125-13.9% | $7,298-27.7% | $3,967+33.0% |
| Admin fee / account holder | $72 | $88-18.0% | $10,843-99.3% | $100-28.2% |