Filed January 23, 2019 (most recent of 5 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $136,785 |
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 | $70,240 | $110,699-36.5% | $177,821-60.5% | $90,288-22.2% |
| Participation rate | 97.9% | 88.3%+9.6pp | 87.7%+10.2pp | 73.4%+24.6pp |
| Annual return | 16.12% | 22.79%-6.7pp | 48.32%-32.2pp | 53.97%-37.9pp |
| Employer contribution / active EE | $4,803 | $4,118+16.6% | $5,918-18.8% | $2,524+90.3% |
| Participant deferral / active EE | $5,749 | $6,731-14.6% | $7,714-25.5% | $4,232+35.8% |
| Admin fee / account holder | $91 | $90+1.0% | $12,427-99.3% | $114-20.3% |