Filed March 13, 2023 (most recent of 8 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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $131,039 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $69,533 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,098 | $160,882+61.7% | $200,582+29.7% | $102,872+152.8% |
| Participation rate | 98.0% | 91.2%+6.9pp | 86.9%+11.2pp | 73.0%+25.0pp |
| Annual return | 17.91% | 18.15%-0.2pp | 42.33%-24.4pp | 19.06%-1.1pp |
| Employer contribution / active EE | $7,589 | $5,602+35.5% | $6,419+18.2% | $3,526+115.2% |
| Participant deferral / active EE | $11,847 | $9,300+27.4% | $9,331+27.0% | $5,535+114.0% |
| Admin fee / account holder | $115 | $125-7.8% | $16,305-99.3% | $292-60.6% |