Filed October 2, 2020
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,549 | $73,638-20.5% | $95,952-39.0% | $73,488-20.3% |
| Participation rate | 96.8% | 76.2%+20.6pp | 77.1%+19.7pp | 70.7%+26.1pp |
| Annual return | 41.84% | 16.78%+25.1pp | 91.61%-49.8pp | 28.51%+13.3pp |
| Employer contribution / active EE | $2,212 | $1,863+18.7% | $2,541-12.9% | $2,270-2.6% |
| Participant deferral / active EE | $4,964 | $3,617+37.2% | $4,167+19.1% | $3,740+32.7% |
| Admin fee / account holder | $19 | $482-96.0% | $6,795-99.7% | $513-96.2% |