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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $868,957 |
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 | $166,310 | $96,900+71.6% | $111,392+49.3% | $75,289+120.9% |
| Participation rate | 93.9% | 85.9%+8.0pp | 78.9%+15.1pp | 72.4%+21.5pp |
| Annual return | -4.36% | 1.66%-6.0pp | -2.06%-2.3pp | -0.04%-4.3pp |
| Employer contribution / active EE | $6,827 | $5,520+23.7% | $4,328+57.8% | $2,405+183.9% |
| Participant deferral / active EE | $7,733 | $6,494+19.1% | $5,567+38.9% | $3,739+106.9% |
| Admin fee / account holder | $158 | $105+49.9% | $12,266-98.7% | $102+54.0% |