Filed September 26, 2017 (most recent of 3 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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $441,916 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $437,806 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,470 | $74,933+48.8% | $154,803-28.0% | $117,739-5.3% |
| Participation rate | 97.0% | 64.5%+32.5pp | 78.1%+19.0pp | 76.6%+20.4pp |
| Annual return | 19.58% | 17.34%+2.2pp | 58.88%-39.3pp | 17.29%+2.3pp |
| Employer contribution / active EE | $4,117 | $2,316+77.8% | $4,305-4.4% | $3,746+9.9% |
| Participant deferral / active EE | $7,912 | $3,942+100.7% | $5,540+42.8% | $6,128+29.1% |
| Admin fee / account holder | $120 | $129-6.9% | $14,329-99.2% | $112+7.5% |