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.2+ years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $13,301 |
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 | $101,331 | $122,709-17.4% | $88,497+14.5% | $57,658+75.7% |
| Participation rate | 92.5% | 89.9%+2.6pp | 82.4%+10.1pp | 70.2%+22.3pp |
| Annual return | 7.42% | 10.63%-3.2pp | 7.63%-0.2pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,367 | $4,531-47.8% | $4,036-41.3% | $1,974+19.9% |
| Participant deferral / active EE | $5,471 | $6,704-18.4% | $4,899+11.7% | $3,061+78.8% |
| Admin fee / account holder | $17 | $93-81.5% | $6,220-99.7% | $95-81.9% |