Filed April 13, 2021
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 5-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 | $299,148 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $170,325 |
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 | $171,127 | $160,882+6.4% | $200,582-14.7% | $102,872+66.3% |
| Participation rate | 98.5% | 91.2%+7.3pp | 86.9%+11.6pp | 73.0%+25.5pp |
| Annual return | 18.25% | 18.15%+0.1pp | 42.33%-24.1pp | 19.06%-0.8pp |
| Employer contribution / active EE | $3,002 | $5,602-46.4% | $6,419-53.2% | $3,526-14.9% |
| Participant deferral / active EE | $10,940 | $9,300+17.6% | $9,331+17.2% | $5,535+97.7% |
| Admin fee / account holder | $100 | $125-20.0% | $16,305-99.4% | $292-65.8% |