Filed February 2, 2017
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 | $130,547 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $64,261 |
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 | $181,204 | $167,950+7.9% | $112,887+60.5% | $80,160+126.1% |
| Participation rate | 99.1% | 94.5%+4.5pp | 80.5%+18.6pp | 72.9%+26.1pp |
| Annual return | 19.95% | 18.78%+1.2pp | 34.10%-14.1pp | 40.38%-20.4pp |
| Employer contribution / active EE | $11,282 | $6,272+79.9% | $4,563+147.2% | $2,978+278.9% |
| Participant deferral / active EE | $16,551 | $9,857+67.9% | $6,513+154.1% | $5,017+229.9% |
| Admin fee / account holder | $102 | $104-1.6% | $7,047-98.6% | $145-29.6% |