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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,418 |
Service code 27 · EIN 43-1451524 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $76,014 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $47,553 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,621 | $86,897+105.6% | $151,611+17.8% | $64,808+175.6% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.5%+11.5pp | 71.5%+27.5pp |
| Annual return | -15.25% | -3.57%-11.7pp | 3.33%-18.6pp | 32.82%-48.1pp |
| Employer contribution / active EE | $4,765 | $4,010+18.8% | $6,166-22.7% | $2,506+90.2% |
| Participant deferral / active EE | $8,307 | $6,690+24.2% | $8,363-0.7% | $4,310+92.7% |
| Admin fee / account holder | $204 | $153+33.2% | $11,616-98.2% | $188+8.4% |