Filed November 5, 2021 (most recent of 2 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 Service code 15 · EIN 23-1945930 | Recordkeeping | $57,778 |
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 | $45,334 | $77,559-41.5% | $68,793-34.1% | $75,289-39.8% |
| Participation rate | 98.2% | 78.3%+19.9pp | 72.2%+26.0pp | 72.4%+25.8pp |
| Annual return | -1.53% | -1.01%-0.5pp | -4.63%+3.1pp | -0.04%-1.5pp |
| Employer contribution / active EE | $1,289 | $1,993-35.3% | $2,625-50.9% | $2,405-46.4% |
| Participant deferral / active EE | $2,288 | $3,128-26.9% | $3,311-30.9% | $3,739-38.8% |
| Admin fee / account holder | $11 | $90-88.3% | $5,131-99.8% | $102-89.7% |