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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,283 |
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 | $70,570 | $80,005-11.8% | $140,016-49.6% | $55,725+26.6% |
| Participation rate | 97.1% | 87.0%+10.1pp | 87.5%+9.6pp | 70.9%+26.2pp |
| Annual return | 21.81% | 0.46%+21.4pp | 651.12%-629.3pp | 244.93%-223.1pp |
| Employer contribution / active EE | $3,346 | $3,403-1.7% | $5,606-40.3% | $2,078+61.0% |
| Participant deferral / active EE | $4,403 | $5,264-16.3% | $6,927-36.4% | $3,356+31.2% |
| Admin fee / account holder | $46 | $116-60.5% | $10,705-99.6% | $115-60.4% |