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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $741,308 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $178,634 | $102,255+74.7% | $118,746+50.4% | $77,958+129.1% |
| Participation rate | 98.5% | 84.8%+13.6pp | 78.3%+20.2pp | 71.6%+26.8pp |
| Annual return | 16.30% | 65.05%-48.7pp | 24.54%-8.2pp | 20.87%-4.6pp |
| Employer contribution / active EE | $6,849 | $4,931+38.9% | $4,193+63.4% | $2,310+196.4% |
| Participant deferral / active EE | $7,667 | $5,974+28.3% | $5,332+43.8% | $3,537+116.8% |
| Admin fee / account holder | $132 | $79+67.5% | $10,720-98.8% | $97+35.8% |