Filed August 16, 2023 (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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $400,720 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $306,307 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $192,037 | $139,767+37.4% | $153,485+25.1% | $199,593-3.8% |
| Participation rate | 82.2% | 85.1%-2.9pp | 77.1%+5.1pp | 72.0%+10.2pp |
| Annual return | 12.77% | 20.59%-7.8pp | 15.65%-2.9pp | 34.25%-21.5pp |
| Employer contribution / active EE | $6,382 | $6,517-2.1% | $5,039+26.7% | $3,034+110.3% |
| Participant deferral / active EE | $7,817 | $8,055-3.0% | $6,757+15.7% | $5,087+53.7% |
| Admin fee / account holder | $147 | $98+50.4% | $12,724-98.8% | $269-45.3% |