Filed February 2, 2017
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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,586 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,152 | $74,024+21.8% | $77,999+15.6% | $57,658+56.4% |
| Participation rate | 95.5% | 79.7%+15.7pp | 75.5%+19.9pp | 70.2%+25.2pp |
| Annual return | 11.38% | 12.14%-0.8pp | 425.96%-414.6pp | 5.13%+6.2pp |
| Employer contribution / active EE | $7,976 | $2,365+237.2% | $2,470+222.9% | $1,974+304.1% |
| Participant deferral / active EE | $12,171 | $3,533+244.5% | $3,497+248.1% | $3,061+297.7% |
| Admin fee / account holder | $15 | $93-84.1% | $5,480-99.7% | $95-84.3% |