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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $992,447 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $974,374 |
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 | $47,773 | $83,057-42.5% | $143,757-66.8% | $89,394-46.6% |
| Participation rate | 98.0% | 74.0%+24.0pp | 80.3%+17.7pp | 71.3%+26.7pp |
| Annual return | -13.72% | -13.97%+0.3pp | -0.04%-13.7pp | -11.89%-1.8pp |
| Employer contribution / active EE | $1,755 | $2,095-16.2% | $4,951-64.6% | $3,022-41.9% |
| Participant deferral / active EE | $4,901 | $4,281+14.5% | $5,637-13.1% | $5,123-4.3% |
| Admin fee / account holder | $47 | $83-43.1% | $14,673-99.7% | $79-40.5% |