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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,777 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,493 | $73,638+14.7% | $95,952-11.9% | $73,488+15.0% |
| Participation rate | 89.3% | 76.2%+13.2pp | 77.1%+12.3pp | 70.7%+18.7pp |
| Annual return | 17.42% | 16.78%+0.6pp | 91.61%-74.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $6,827 | $1,863+266.4% | $2,541+168.7% | $2,270+200.7% |
| Participant deferral / active EE | $11,424 | $3,617+215.9% | $4,167+174.2% | $3,740+205.5% |
| Admin fee / account holder | $33 | $482-93.2% | $6,795-99.5% | $513-93.6% |