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 | $182,347 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,910 | $66,513-64.1% | $178,490-86.6% | $106,222-77.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 81.9%+18.1pp | 70.8%+29.2pp |
| Annual return | 18.32% | 21.81%-3.5pp | 151.07%-132.7pp | 21.69%-3.4pp |
| Employer contribution / active EE | $1,743 | $1,776-1.8% | $5,011-65.2% | $2,723-36.0% |
| Participant deferral / active EE | $64 | $3,679-98.3% | $5,202-98.8% | $4,600-98.6% |
| Admin fee / account holder | $9 | $53-82.4% | $13,984-99.9% | $78-88.0% |