Filed January 26, 2023 (most recent of 5 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 | $73,277 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
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 | $152,378 | $80,005+90.5% | $140,016+8.8% | $55,725+173.4% |
| Participation rate | 99.4% | 87.0%+12.4pp | 87.5%+11.9pp | 70.9%+28.5pp |
| Annual return | -3.45% | 0.46%-3.9pp | 651.12%-654.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $3,881 | $3,403+14.1% | $5,606-30.8% | $2,078+86.8% |
| Participant deferral / active EE | $7,219 | $5,264+37.1% | $6,927+4.2% | $3,356+115.1% |
| Admin fee / account holder | $70 | $116-39.3% | $10,705-99.3% | $115-39.1% |