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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,481 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 3150 ALMADEN EXPRESSWAY · SAN JOSE, CA 95118 | Accounting | $5,567 |
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 | $79,035 | $84,936-6.9% | $111,297-29.0% | $79,386-0.4% |
| Participation rate | 91.5% | 75.9%+15.6pp | 77.3%+14.2pp | 70.7%+20.8pp |
| Annual return | 17.32% | 17.45%-0.1pp | 54.65%-37.3pp | 116.85%-99.5pp |
| Employer contribution / active EE | $4,493 | $1,979+127.0% | $2,731+64.5% | $2,427+85.1% |
| Participant deferral / active EE | $12,061 | $3,888+210.2% | $4,487+168.8% | $4,046+198.1% |
| Admin fee / account holder | $69 | $537-87.1% | $7,964-99.1% | $626-88.9% |