Filed January 8, 2024 (most recent of 4 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,655 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,605 | $58,726+330.1% | $92,233+173.9% | $62,292+305.5% |
| Participation rate | 98.2% | 68.3%+29.8pp | 76.5%+21.7pp | 69.5%+28.7pp |
| Annual return | 13.75% | 43.62%-29.9pp | 176.28%-162.5pp | 28.90%-15.2pp |
| Employer contribution / active EE | $3,624 | $2,392+51.5% | $3,679-1.5% | $2,042+77.5% |
| Participant deferral / active EE | $6,494 | $2,766+134.8% | $3,897+66.6% | $3,169+104.9% |
| Admin fee / account holder | $7 | $556-98.8% | $5,194-99.9% | $479-98.6% |