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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $76,766 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,189 |
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 | $34,593 | $68,330-49.4% | $149,673-76.9% | $96,393-64.1% |
| Participation rate | 12.3% | 74.6%-62.3pp | 78.8%-66.5pp | 71.3%-59.0pp |
| Annual return | 17.14% | 29.64%-12.5pp | 134.42%-117.3pp | 22.88%-5.7pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,818-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $430 | $4,422-90.3% | $5,680-92.4% | $5,455-92.1% |
| Admin fee / account holder | $26 | $52-50.8% | $13,210-99.8% | $74-65.4% |