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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,890 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,260 | $64,119+84.4% | $112,228+5.4% | $66,914+76.7% |
| Participation rate | 96.9% | 68.5%+28.4pp | 75.1%+21.8pp | 69.8%+27.1pp |
| Annual return | -15.91% | -13.81%-2.1pp | 27.45%-43.4pp | 1.58%-17.5pp |
| Employer contribution / active EE | $145 | $3,005-95.2% | $3,635-96.0% | $2,544-94.3% |
| Participant deferral / active EE | $8,972 | $3,693+143.0% | $4,728+89.8% | $4,237+111.8% |
| Admin fee / account holder | $9 | $625-98.6% | $6,410-99.9% | $593-98.5% |