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 | $11,880 |
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 | $96,490 | $112,315-14.1% | $81,367+18.6% | $55,191+74.8% |
| Participation rate | 93.6% | 88.0%+5.6pp | 82.3%+11.4pp | 69.2%+24.5pp |
| Annual return | -0.55% | 0.62%-1.2pp | -0.92%+0.4pp | 10.78%-11.3pp |
| Employer contribution / active EE | $2,148 | $4,239-49.3% | $3,930-45.3% | $1,899+13.1% |
| Participant deferral / active EE | $5,534 | $6,435-14.0% | $5,383+2.8% | $3,046+81.7% |
| Admin fee / account holder | $17 | $83-79.1% | $8,926-99.8% | $91-80.8% |