Filed May 5, 2021
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 | $7,709 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,179 | $65,376+8.9% | $87,100-18.3% | $65,185+9.2% |
| Participation rate | 92.4% | 75.3%+17.1pp | 76.9%+15.5pp | 70.2%+22.2pp |
| Annual return | 24.71% | 31.27%-6.6pp | 28.19%-3.5pp | 29.38%-4.7pp |
| Employer contribution / active EE | $4,846 | $1,822+165.9% | $2,521+92.2% | $2,177+122.6% |
| Participant deferral / active EE | $12,044 | $3,388+255.4% | $4,049+197.5% | $3,514+242.8% |
| Admin fee / account holder | $24 | $520-95.5% | $7,497-99.7% | $847-97.2% |