Filed November 17, 2020 (most recent of 5 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,425 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,285 | $68,413-25.0% | $123,104-58.3% | $55,191-7.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 86.8%+4.1pp | 69.2%+21.7pp |
| Annual return | -0.93% | 6.30%-7.2pp | 13.22%-14.2pp | 10.78%-11.7pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,567 | $4,490-20.6% | $6,230-42.7% | $3,046+17.1% |
| Admin fee / account holder | $6 | $88-93.3% | $9,015-99.9% | $91-93.5% |