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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $29,033 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,996 |
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 | $140,455 | $58,347+140.7% | $85,682+63.9% | $86,799+61.8% |
| Participation rate | 84.8% | 64.9%+19.9pp | 69.9%+14.9pp | 72.3%+12.5pp |
| Annual return | 12.05% | 18.43%-6.4pp | 21.49%-9.4pp | 97.91%-85.9pp |
| Employer contribution / active EE | $5,456 | $1,751+211.7% | $2,618+108.4% | $2,405+126.8% |
| Participant deferral / active EE | $4,304 | $3,065+40.4% | $3,923+9.7% | $4,131+4.2% |
| Admin fee / account holder | $76 | $147-48.4% | $6,873-98.9% | $170-55.2% |