Filed April 10, 2024 (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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,316 |
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 | $112,812 | $46,423+143.0% | $75,886+48.7% | $67,579+66.9% |
| Participation rate | 90.4% | 63.1%+27.3pp | 69.3%+21.1pp | 71.3%+19.1pp |
| Annual return | 21.60% | 32.29%-10.7pp | 30.76%-9.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $5,203 | $1,406+270.0% | $2,500+108.1% | $2,148+142.2% |
| Participant deferral / active EE | $3,751 | $2,564+46.3% | $3,603+4.1% | $3,539+6.0% |
| Admin fee / account holder | $44 | $132-66.3% | $5,418-99.2% | $142-68.8% |