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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,938 |
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 | $85,535 | $88,515-3.4% | $162,163-47.3% | $67,579+26.6% |
| Participation rate | 98.3% | 86.8%+11.5pp | 87.6%+10.8pp | 71.3%+27.0pp |
| Annual return | 20.10% | 27.04%-6.9pp | 115.59%-95.5pp | 378.56%-358.5pp |
| Employer contribution / active EE | $3,402 | $3,563-4.5% | $5,614-39.4% | $2,148+58.4% |
| Participant deferral / active EE | $4,965 | $5,724-13.3% | $7,298-32.0% | $3,539+40.3% |
| Admin fee / account holder | $32 | $124-73.9% | $10,843-99.7% | $142-77.3% |