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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $288,715 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,644 | $110,699-31.7% | $177,821-57.5% | $90,288-16.2% |
| Participation rate | 96.0% | 88.3%+7.7pp | 87.7%+8.3pp | 73.4%+22.6pp |
| Annual return | 21.06% | 22.79%-1.7pp | 48.32%-27.3pp | 53.97%-32.9pp |
| Employer contribution / active EE | $2,479 | $4,118-39.8% | $5,918-58.1% | $2,524-1.8% |
| Participant deferral / active EE | $5,253 | $6,731-22.0% | $7,714-31.9% | $4,232+24.1% |
| Admin fee / account holder | $79 | $90-12.6% | $12,427-99.4% | $114-31.0% |