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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $105,984 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,308 |
Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,370 | $73,283-46.3% | $155,567-74.7% | $106,408-63.0% |
| Participation rate | 11.6% | 73.3%-61.7pp | 78.2%-66.6pp | 69.9%-58.3pp |
| Annual return | 13.33% | 15.76%-2.4pp | 64.74%-51.4pp | 17.37%-4.0pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,674-100.0% | $3,361-100.0% |
| Participant deferral / active EE | $420 | $4,567-90.8% | $5,628-92.5% | $5,567-92.5% |
| Admin fee / account holder | $36 | $56-35.3% | $15,916-99.8% | $79-54.3% |