Filed November 17, 2020 (most recent of 5 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,640 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,526 | $100,227+2.3% | $169,993-39.7% | $74,419+37.8% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.0%+11.1pp | 70.7%+27.4pp |
| Annual return | 19.40% | 66.08%-46.7pp | 53.37%-34.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $0 | $4,263-100.0% | $6,785-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $6,893 | $7,143-3.5% | $10,408-33.8% | $4,528+52.2% |
| Admin fee / account holder | $6 | $234-97.6% | $12,815-100.0% | $348-98.4% |