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.6+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $256,637 |
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 | $65,919 | $66,513-0.9% | $178,490-63.1% | $106,222-37.9% |
| Participation rate | 70.5% | 73.8%-3.2pp | 81.9%-11.4pp | 70.8%-0.3pp |
| Annual return | 15.85% | 21.81%-6.0pp | 151.07%-135.2pp | 21.69%-5.8pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $4,438 | $3,679+20.6% | $5,202-14.7% | $4,600-3.5% |
| Admin fee / account holder | $12 | $53-78.0% | $13,984-99.9% | $78-85.0% |