Filed October 18, 2022 (most recent of 19 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.5+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $241,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,596 | $58,202+4.1% | $172,739-64.9% | $89,569-32.3% |
| Participation rate | 66.3% | 72.8%-6.6pp | 82.6%-16.4pp | 69.6%-3.3pp |
| Annual return | 22.88% | 61.59%-38.7pp | 802.84%-780.0pp | 34.56%-11.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,143-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,144 | $3,335+24.3% | $5,198-20.3% | $4,220-1.8% |
| Admin fee / account holder | $14 | $53-73.9% | $13,954-99.9% | $72-80.8% |