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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $935,112 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $723,025 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,006 | $68,062+4.3% | $185,823-61.8% | $106,520-33.3% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.7%+15.7pp | 71.3%+26.1pp |
| Annual return | 29.95% | 18.20%+11.8pp | 122.05%-92.1pp | 19.28%+10.7pp |
| Employer contribution / active EE | $2,010 | $1,997+0.7% | $5,167-61.1% | $2,840-29.2% |
| Participant deferral / active EE | $5,259 | $3,990+31.8% | $5,568-5.5% | $4,948+6.3% |
| Admin fee / account holder | $54 | $53+2.9% | $16,237-99.7% | $75-27.2% |