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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,315 |
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 | $59,426 | $81,537-27.1% | $149,718-60.3% | $69,631-14.7% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.1%+10.3pp | 70.7%+26.7pp |
| Annual return | 15.03% | 22.79%-7.8pp | 1501.63%-1486.6pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,349 | $4,994-12.9% | $6,569-33.8% | $3,224+34.9% |
| Admin fee / account holder | $5 | $107-94.9% | $11,283-100.0% | $110-95.1% |