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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,147 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $181,797 | $77,660+134.1% | $109,143+66.6% | $79,386+129.0% |
| Participation rate | 95.8% | 67.8%+28.0pp | 75.9%+19.9pp | 70.7%+25.1pp |
| Annual return | 19.82% | 23.44%-3.6pp | 25.75%-5.9pp | 116.85%-97.0pp |
| Employer contribution / active EE | $25 | $2,797-99.1% | $3,722-99.3% | $2,427-99.0% |
| Participant deferral / active EE | $7,935 | $3,518+125.6% | $4,653+70.5% | $4,046+96.1% |
| Admin fee / account holder | $51 | $732-93.1% | $6,752-99.3% | $626-91.9% |