Filed February 28, 2023 (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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $330 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $730,099 | $89,698+714.0% | $103,476+605.6% | $80,856+803.0% |
| Participation rate | 87.8% | 76.0%+11.8pp | 80.5%+7.3pp | 67.6%+20.1pp |
| Annual return | 17.79% | 22.78%-5.0pp | 23.90%-6.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $4,529 | $4,018+12.7% | $4,672-3.1% | $2,755+64.4% |
| Participant deferral / active EE | $16,877 | $5,456+209.3% | $6,623+154.8% | $4,296+292.9% |
| Admin fee / account holder | $1 | $6,768-100.0% | $9,413-100.0% | $6,918-100.0% |