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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $179,461 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $99,964 |
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 | $171,558 | $95,918+78.9% | $151,611+13.2% | $77,904+120.2% |
| Participation rate | 97.0% | 88.7%+8.3pp | 87.5%+9.5pp | 73.7%+23.4pp |
| Annual return | -14.28% | -5.50%-8.8pp | 3.33%-17.6pp | 12.21%-26.5pp |
| Employer contribution / active EE | $5,093 | $4,330+17.6% | $6,166-17.4% | $2,848+78.8% |
| Participant deferral / active EE | $10,355 | $7,508+37.9% | $8,363+23.8% | $4,806+115.5% |
| Admin fee / account holder | $143 | $93+53.3% | $11,616-98.8% | $133+7.9% |