Filed October 1, 2020
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 GROUP INC. Service code 16 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Consulting | $48,719 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,488 | $85,135+196.6% | $98,907+155.3% | $73,409+243.9% |
| Participation rate | 99.2% | 81.1%+18.1pp | 76.0%+23.2pp | 72.2%+27.0pp |
| Annual return | 17.33% | 19.14%-1.8pp | 196.43%-179.1pp | 59.29%-42.0pp |
| Employer contribution / active EE | $13,987 | $2,721+414.1% | $2,689+420.2% | $2,234+526.2% |
| Participant deferral / active EE | $12,690 | $4,349+191.8% | $4,244+199.0% | $3,805+233.5% |
| Admin fee / account holder | $35 | $139-74.9% | $6,642-99.5% | $158-77.8% |