Filed April 30, 2018 (most recent of 5 filings on file)
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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,167,313 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,175 | $58,202-15.5% | $172,739-71.5% | $89,569-45.1% |
| Participation rate | 97.1% | 72.8%+24.3pp | 82.6%+14.4pp | 69.6%+27.5pp |
| Annual return | 22.28% | 61.59%-39.3pp | 802.84%-780.6pp | 34.56%-12.3pp |
| Employer contribution / active EE | $1,677 | $1,759-4.6% | $5,143-67.4% | $2,584-35.1% |
| Participant deferral / active EE | $4,252 | $3,335+27.5% | $5,198-18.2% | $4,220+0.8% |
| Admin fee / account holder | $42 | $53-20.5% | $13,954-99.7% | $72-41.7% |