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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,665 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,039 | $86,897+9.4% | $151,611-37.3% | $64,808+46.6% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.5%+10.2pp | 71.5%+26.2pp |
| Annual return | -8.20% | -3.57%-4.6pp | 3.33%-11.5pp | 32.82%-41.0pp |
| Employer contribution / active EE | $2,847 | $4,010-29.0% | $6,166-53.8% | $2,506+13.6% |
| Participant deferral / active EE | $5,907 | $6,690-11.7% | $8,363-29.4% | $4,310+37.0% |
| Admin fee / account holder | $7 | $153-95.6% | $11,616-99.9% | $188-96.4% |