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 year Filed as: VANGUARD GROUP INC Service code 16 · EIN 23-1945930 | Consulting | $7,260 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP INC. Service code 60 | Sub-TA Fees | $0 |
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 | $130,718 | $159,202-17.9% | $97,995+33.4% | $77,958+67.7% |
| Participation rate | 89.4% | 91.5%-2.1pp | 82.4%+7.0pp | 71.6%+17.8pp |
| Annual return | 16.50% | 28.47%-12.0pp | 23.94%-7.4pp | 20.87%-4.4pp |
| Employer contribution / active EE | $3,043 | $4,224-28.0% | $4,158-26.8% | $2,310+31.7% |
| Participant deferral / active EE | $7,581 | $7,461+1.6% | $5,097+48.7% | $3,537+114.4% |
| Admin fee / account holder | $5 | $83-93.9% | $5,943-99.9% | $97-94.8% |