Filed February 23, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD ADVISORS INC Service code 27 · EIN 23-2811930 | Advisory (Plan) | $127,659 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $17,987 |
See 1 actuary disclosure with Solo.
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 1.05% | 7.99%-6.9pp | 9.14%-8.1pp | 8.76%-7.7pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,544-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |