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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $331,036 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $117,553 |
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 | $79,171 | $112,686-29.7% | $169,993-53.4% | $80,160-1.2% |
| Participation rate | 96.2% | 87.4%+8.8pp | 87.0%+9.2pp | 72.9%+23.3pp |
| Annual return | 17.92% | 67.04%-49.1pp | 53.37%-35.5pp | 40.38%-22.5pp |
| Employer contribution / active EE | $3,149 | $4,481-29.7% | $6,785-53.6% | $2,978+5.7% |
| Participant deferral / active EE | $6,749 | $7,876-14.3% | $10,408-35.2% | $5,017+34.5% |
| Admin fee / account holder | $100 | $99+0.8% | $12,815-99.2% | $145-31.1% |