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.2+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $109,494 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,324 | $43,110-59.8% | $156,549-88.9% | $65,292-73.5% |
| Participation rate | 97.4% | 69.3%+28.1pp | 84.0%+13.4pp | 72.4%+24.9pp |
| Annual return | 8.90% | 11.24%-2.3pp | 32.23%-23.3pp | 11.84%-2.9pp |
| Employer contribution / active EE | $3,885 | $1,702+128.2% | $5,501-29.4% | $2,302+68.8% |
| Participant deferral / active EE | $45 | $2,520-98.2% | $4,871-99.1% | $3,579-98.7% |
| Admin fee / account holder | $10 | $47-79.3% | $13,027-99.9% | $57-82.9% |