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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $274,363 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $65,814 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,380 | $118,337-38.8% | $189,513-61.8% | $93,030-22.2% |
| Participation rate | 95.7% | 89.1%+6.6pp | 87.8%+7.9pp | 73.9%+21.8pp |
| Annual return | 21.75% | 21.77%0pp | 555.15%-533.4pp | 158.70%-137.0pp |
| Employer contribution / active EE | $2,394 | $4,204-43.1% | $6,162-61.1% | $2,706-11.5% |
| Participant deferral / active EE | $5,302 | $7,123-25.6% | $8,221-35.5% | $4,562+16.2% |
| Admin fee / account holder | $73 | $100-26.5% | $12,045-99.4% | $152-51.7% |