Filed March 22, 2018
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 3-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,629 |
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 | $34,987 | $53,136-34.2% | $155,509-77.5% | $199,593-82.5% |
| Participation rate | 96.3% | 64.1%+32.2pp | 78.2%+18.1pp | 72.0%+24.4pp |
| Annual return | 19.93% | 41.15%-21.2pp | 64.67%-44.7pp | 34.25%-14.3pp |
| Employer contribution / active EE | $2,680 | $1,851+44.8% | $4,672-42.6% | $3,034-11.7% |
| Participant deferral / active EE | $4,097 | $3,161+29.6% | $5,626-27.2% | $5,087-19.5% |
| Admin fee / account holder | $66 | $185-64.6% | $15,912-99.6% | $269-75.6% |