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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,091 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,891 | $61,214-15.2% | $83,333-37.7% | $56,287-7.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -7.17% | 0.42%-7.6pp | 10.63%-17.8pp | -9.96%+2.8pp |
| Employer contribution / active EE | $4,579 | $1,925+137.8% | $3,379+35.5% | $2,111+116.9% |
| Participant deferral / active EE | $6,327 | $5,091+24.3% | $5,565+13.7% | $3,350+88.9% |
| Admin fee / account holder | $93 | $512-81.8% | $7,510-98.8% | $521-82.1% |