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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,532 |
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 | $165,564 | $47,722+246.9% | $82,719+100.2% | $64,808+155.5% |
| Participation rate | 96.8% | 67.6%+29.1pp | 72.6%+24.2pp | 71.5%+25.3pp |
| Annual return | -14.60% | -13.05%-1.6pp | 701.18%-715.8pp | 32.82%-47.4pp |
| Employer contribution / active EE | $2,507 | $2,179+15.1% | $3,009-16.7% | $2,506+0.1% |
| Participant deferral / active EE | $11,221 | $3,329+237.0% | $4,395+155.3% | $4,310+160.3% |
| Admin fee / account holder | $65 | $143-54.8% | $5,329-98.8% | $188-65.6% |