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 4-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 | $5,640 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,072 | $76,050-14.4% | $96,544-32.6% | $71,457-8.9% |
| Participation rate | 98.8% | 74.4%+24.4pp | 76.0%+22.8pp | 67.9%+30.9pp |
| Annual return | 18.53% | 22.81%-4.3pp | 25.84%-7.3pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,588 | $2,244+15.3% | $2,965-12.7% | $2,5880% |
| Participant deferral / active EE | $4,989 | $4,215+18.3% | $4,851+2.8% | $4,289+16.3% |
| Admin fee / account holder | $31 | $2,707-98.9% | $8,252-99.6% | $1,587-98.1% |