Filed December 18, 2017 (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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,831 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,804 | $73,638+126.5% | $108,410+53.9% | $79,386+110.1% |
| Participation rate | 96.9% | 77.4%+19.5pp | 80.1%+16.7pp | 70.7%+26.1pp |
| Annual return | 17.52% | 33.27%-15.8pp | 905.27%-887.8pp | 116.85%-99.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $10,915 | $6,218+75.5% | $6,563+66.3% | $4,046+169.8% |
| Admin fee / account holder | $14 | $638-97.8% | $7,295-99.8% | $626-97.8% |