Filed July 3, 2017
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $33,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,986 | $155,795-79.5% | $136,294-76.5% | $69,631-54.1% |
| Participation rate | 64.8% | 75.2%-10.5pp | 81.9%-17.1pp | 70.7%-5.9pp |
| Annual return | 18.67% | 232464.33%-232445.7pp | 5155.94%-5137.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $785 | $2,991-73.8% | $4,695-83.3% | $2,032-61.4% |
| Participant deferral / active EE | $2,667 | $5,394-50.6% | $6,247-57.3% | $3,224-17.3% |
| Admin fee / account holder | $73 | $128-43.3% | $9,243-99.2% | $110-34.2% |