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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,657 | $87,870-23.0% | $113,168-40.2% | $74,304-8.9% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 18.09% | 26.44%-8.4pp | 24.27%-6.2pp | 29.43%-11.3pp |
| Employer contribution / active EE | $2,723 | $2,277+19.6% | $2,975-8.5% | $2,241+21.5% |
| Participant deferral / active EE | $5,087 | $4,241+20.0% | $5,107-0.4% | $3,767+35.0% |
| Admin fee / account holder | $23 | $3,368-99.3% | $12,068-99.8% | $2,969-99.2% |