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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $220,284 |
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 | $144,245 | $82,546+74.7% | $140,016+3.0% | $75,289+91.6% |
| Participation rate | 97.9% | 88.4%+9.5pp | 87.5%+10.4pp | 72.4%+25.5pp |
| Annual return | -2.89% | -0.36%-2.5pp | 651.12%-654.0pp | -0.04%-2.8pp |
| Employer contribution / active EE | $4,530 | $3,856+17.5% | $5,606-19.2% | $2,405+88.4% |
| Participant deferral / active EE | $9,052 | $5,731+57.9% | $6,927+30.7% | $3,739+142.1% |
| Admin fee / account holder | $123 | $86+43.8% | $10,705-98.8% | $102+20.5% |