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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $213,251 |
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 | $130,281 | $80,354+62.1% | $133,980-2.8% | $63,975+103.6% |
| Participation rate | 98.5% | 87.5%+11.0pp | 87.1%+11.4pp | 71.1%+27.3pp |
| Annual return | 9.58% | 13.11%-3.5pp | 29.30%-19.7pp | 48.65%-39.1pp |
| Employer contribution / active EE | $5,075 | $3,503+44.9% | $5,211-2.6% | $2,182+132.6% |
| Participant deferral / active EE | $7,716 | $5,239+47.3% | $6,282+22.8% | $3,356+129.9% |
| Admin fee / account holder | $116 | $69+67.3% | $9,324-98.8% | $70+64.7% |