Filed January 23, 2019 (most recent of 5 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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $128,501 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,090 | $81,537-44.7% | $149,718-69.9% | $69,631-35.2% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.1%+12.5pp | 70.7%+28.9pp |
| Annual return | 21.64% | 22.79%-1.1pp | 1501.63%-1480.0pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $4,283 | $3,239+32.2% | $5,445-21.3% | $2,032+110.8% |
| Participant deferral / active EE | $5,068 | $4,994+1.5% | $6,569-22.9% | $3,224+57.2% |
| Admin fee / account holder | $104 | $107-2.5% | $11,283-99.1% | $110-5.6% |