Filed June 13, 2017
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.1+ years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $11,610 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $112,903 | $128,472-12.1% | $81,367+38.8% | $59,188+90.8% |
| Participation rate | 93.5% | 92.5%+1.0pp | 82.3%+11.2pp | 69.4%+24.1pp |
| Annual return | 5.03% | 1.24%+3.8pp | -0.92%+6.0pp | 5.51%-0.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,930-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $3,104 | $6,963-55.4% | $5,383-42.3% | $3,265-4.9% |
| Admin fee / account holder | $9 | $71-88.0% | $8,926-99.9% | $92-90.7% |