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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,710 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,935 | $76,670+63.0% | $96,683+29.2% | $71,457+74.8% |
| Participation rate | 96.7% | 66.6%+30.1pp | 74.3%+22.4pp | 67.9%+28.8pp |
| Annual return | 15.93% | 48.29%-32.4pp | 35.69%-19.8pp | 28.85%-12.9pp |
| Employer contribution / active EE | $63 | $3,031-97.9% | $3,737-98.3% | $2,588-97.6% |
| Participant deferral / active EE | $7,997 | $3,771+112.0% | $4,878+63.9% | $4,289+86.5% |
| Admin fee / account holder | $20 | $2,028-99.0% | $6,730-99.7% | $1,587-98.8% |