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.3+ years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $10,932 |
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 | $117,906 | $138,427-14.8% | $97,995+20.3% | $69,631+69.3% |
| Participation rate | 91.9% | 90.0%+1.9pp | 82.4%+9.6pp | 70.7%+21.2pp |
| Annual return | 15.62% | 26.21%-10.6pp | 23.94%-8.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,358 | $4,858-51.5% | $4,158-43.3% | $2,032+16.0% |
| Participant deferral / active EE | $5,736 | $7,165-20.0% | $5,097+12.5% | $3,224+77.9% |
| Admin fee / account holder | $14 | $101-85.8% | $5,943-99.8% | $110-87.1% |