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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,331 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,553 | $69,477+139.7% | $94,646+76.0% | $71,457+133.1% |
| Participation rate | 99.2% | 78.4%+20.7pp | 80.8%+18.4pp | 67.9%+31.3pp |
| Annual return | 20.60% | 29.66%-9.1pp | 156.71%-136.1pp | 28.85%-8.2pp |
| Employer contribution / active EE | $51 | $2,853-98.2% | $3,672-98.6% | $2,588-98.0% |
| Participant deferral / active EE | $11,735 | $7,345+59.8% | $7,418+58.2% | $4,289+173.6% |
| Admin fee / account holder | $19 | $1,210-98.4% | $7,231-99.7% | $1,587-98.8% |