Filed January 22, 2024 (most recent of 3 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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $120,975 |
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 | $162,718 | $44,794+263.3% | $90,281+80.2% | $77,787+109.2% |
| Participation rate | 83.0% | 66.6%+16.5pp | 73.3%+9.8pp | 73.2%+9.8pp |
| Annual return | 22.52% | 28.23%-5.7pp | 78.10%-55.6pp | 32.57%-10.1pp |
| Employer contribution / active EE | $2,114 | $1,809+16.9% | $2,854-25.9% | $2,504-15.6% |
| Participant deferral / active EE | $8,886 | $2,642+236.3% | $3,885+128.7% | $3,967+124.0% |
| Admin fee / account holder | $89 | $94-5.3% | $5,351-98.3% | $100-10.6% |