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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $136,069 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $103,489 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $218,420 | $122,693+78.0% | $184,203+18.6% | $199,593+9.4% |
| Participation rate | 98.0% | 86.8%+11.2pp | 86.8%+11.2pp | 72.0%+26.0pp |
| Annual return | 12.93% | 143.91%-131.0pp | 28.81%-15.9pp | 34.25%-21.3pp |
| Employer contribution / active EE | $7,039 | $4,584+53.5% | $6,427+9.5% | $3,034+132.0% |
| Participant deferral / active EE | $11,835 | $7,990+48.1% | $9,131+29.6% | $5,087+132.7% |
| Admin fee / account holder | $132 | $121+9.6% | $13,901-99.0% | $269-50.8% |