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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $55,005 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,037 |
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.
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 | $28,924 | $83,057-65.2% | $143,757-79.9% | $89,394-67.6% |
| Participation rate | 13.0% | 74.0%-61.0pp | 80.3%-67.3pp | 71.3%-58.3pp |
| Annual return | 36.81% | -13.97%+50.8pp | -0.04%+36.9pp | -11.89%+48.7pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,951-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $396 | $4,281-90.8% | $5,637-93.0% | $5,123-92.3% |
| Admin fee / account holder | $17 | $83-79.7% | $14,673-99.9% | $79-78.8% |