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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,488 |
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 | $197,338 | $150,818+30.8% | $100,391+96.6% | - |
| Participation rate | 97.0% | 67.3%+29.6pp | 81.5%+15.5pp | - |
| Annual return | 15.98% | 14.05%+1.9pp | 49.20%-33.2pp | - |
| Employer contribution / active EE | $0 | $2,537-100.0% | $3,942-100.0% | - |
| Participant deferral / active EE | $12,278 | $4,233+190.1% | $8,082+51.9% | - |
| Admin fee / account holder | $33 | $25,214-99.9% | $7,899-99.6% | - |