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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $91,028 |
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 | $190,632 | $52,208+265.1% | $86,612+120.1% | $74,419+156.2% |
| Participation rate | 96.2% | 66.3%+29.9pp | 71.7%+24.5pp | 70.7%+25.5pp |
| Annual return | 17.82% | 44.46%-26.6pp | 591.07%-573.2pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,582 | $2,282+13.2% | $3,022-14.6% | $2,637-2.1% |
| Participant deferral / active EE | $11,147 | $3,383+229.5% | $4,438+151.2% | $4,528+146.2% |
| Admin fee / account holder | $68 | $319-78.6% | $5,614-98.8% | $348-80.4% |