Filed April 16, 2018 (most recent of 6 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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $27,077 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,506 |
Service code 99 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $451,068 | $50,820+787.6% | $155,567+190.0% | $77,671+480.7% |
| Participation rate | 98.7% | 63.1%+35.6pp | 78.2%+20.5pp | 70.6%+28.1pp |
| Annual return | 13.87% | 34.85%-21.0pp | 64.74%-50.9pp | 31.21%-17.3pp |
| Employer contribution / active EE | $3,236 | $1,993+62.4% | $4,674-30.8% | $2,726+18.7% |
| Participant deferral / active EE | $18,045 | $2,823+539.2% | $5,628+220.6% | $4,648+288.2% |
| Admin fee / account holder | $65 | $436-85.2% | $15,916-99.6% | $430-85.0% |