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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $122,095 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $181,805 | $47,634+281.7% | $90,404+101.1% | $90,288+101.4% |
| Participation rate | 86.5% | 67.5%+19.1pp | 72.7%+13.9pp | 73.4%+13.2pp |
| Annual return | 14.32% | 19.61%-5.3pp | 1293.02%-1278.7pp | 53.97%-39.7pp |
| Employer contribution / active EE | $1,002 | $1,749-42.7% | $3,262-69.3% | $2,524-60.3% |
| Participant deferral / active EE | $9,328 | $2,824+230.3% | $3,963+135.4% | $4,232+120.4% |
| Admin fee / account holder | $92 | $106-12.9% | $5,611-98.4% | $114-19.0% |