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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $174,892 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $108,357 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,131 | $118,337+80.1% | $189,513+12.5% | $93,030+129.1% |
| Participation rate | 97.3% | 89.1%+8.2pp | 87.8%+9.5pp | 73.9%+23.4pp |
| Annual return | 14.75% | 21.77%-7.0pp | 555.15%-540.4pp | 158.70%-144.0pp |
| Employer contribution / active EE | $4,865 | $4,204+15.7% | $6,162-21.0% | $2,706+79.8% |
| Participant deferral / active EE | $10,403 | $7,123+46.1% | $8,221+26.5% | $4,562+128.0% |
| Admin fee / account holder | $151 | $100+51.6% | $12,045-98.7% | $152-0.4% |