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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $319,660 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $81,434 |
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 | $59,688 | $95,918-37.8% | $151,611-60.6% | $77,904-23.4% |
| Participation rate | 96.8% | 88.7%+8.0pp | 87.5%+9.3pp | 73.7%+23.1pp |
| Annual return | -12.63% | -5.50%-7.1pp | 3.33%-16.0pp | 12.21%-24.8pp |
| Employer contribution / active EE | $3,128 | $4,330-27.8% | $6,166-49.3% | $2,848+9.8% |
| Participant deferral / active EE | $6,680 | $7,508-11.0% | $8,363-20.1% | $4,806+39.0% |
| Admin fee / account holder | $78 | $93-16.1% | $11,616-99.3% | $133-41.0% |