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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,174 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,746 | $66,813+14.9% | $100,516-23.6% | $73,488+4.4% |
| Participation rate | 99.4% | 77.5%+22.0pp | 79.4%+20.0pp | 70.7%+28.8pp |
| Annual return | 18.28% | 25.70%-7.4pp | 30.89%-12.6pp | 28.51%-10.2pp |
| Employer contribution / active EE | $4,691 | $2,147+118.5% | $3,418+37.3% | $2,270+106.6% |
| Participant deferral / active EE | $6,452 | $5,883+9.7% | $6,270+2.9% | $3,740+72.5% |
| Admin fee / account holder | $85 | $512-83.4% | $8,081-98.9% | $513-83.4% |