Filed April 14, 2020
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 6-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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $125,029 |
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 | $171,896 | $122,186+40.7% | $146,958+17.0% | $199,593-13.9% |
| Participation rate | 93.8% | 78.3%+15.5pp | 82.2%+11.6pp | 72.0%+21.8pp |
| Annual return | 15.76% | 30.56%-14.8pp | 418.34%-402.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $3,161 | $4,093-22.8% | $4,933-35.9% | $3,034+4.2% |
| Participant deferral / active EE | $11,950 | $8,502+40.6% | $8,070+48.1% | $5,087+134.9% |
| Admin fee / account holder | $60 | $179-66.2% | $12,998-99.5% | $269-77.5% |