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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,541,174 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,453,319 |
Service code 99 | Other Fees | $0 |
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 | $62,926 | $73,283-14.1% | $155,509-59.5% | $106,382-40.8% |
| Participation rate | 97.3% | 73.3%+24.0pp | 78.2%+19.1pp | 69.9%+27.4pp |
| Annual return | 14.09% | 15.77%-1.7pp | 64.67%-50.6pp | 17.37%-3.3pp |
| Employer contribution / active EE | $2,030 | $2,247-9.7% | $4,672-56.6% | $3,364-39.6% |
| Participant deferral / active EE | $5,373 | $4,580+17.3% | $5,626-4.5% | $5,569-3.5% |
| Admin fee / account holder | $67 | $56+19.2% | $15,912-99.6% | $79-15.6% |