Filed November 30, 2020 (most recent of 2 filings on file)
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 | $16,709 |
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 | $41,042 | $51,244-19.9% | $80,975-49.3% | $55,167-25.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 10.60% | 17.39%-6.8pp | 17.10%-6.5pp | 169.23%-158.6pp |
| Employer contribution / active EE | $4,391 | $1,770+148.0% | $3,714+18.2% | $1,963+123.7% |
| Participant deferral / active EE | $6,126 | $4,418+38.7% | $5,696+7.5% | $3,054+100.6% |
| Admin fee / account holder | $85 | $398-78.6% | $5,516-98.5% | $504-83.1% |