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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $800 |
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 | $312,789 | $89,553+249.3% | $81,367+284.4% | $52,331+497.7% |
| Participation rate | 100.0% | 82.2%+17.8pp | 82.3%+17.7pp | 68.1%+31.9pp |
| Annual return | 1.02% | 4.41%-3.4pp | -0.92%+1.9pp | 4.54%-3.5pp |
| Employer contribution / active EE | $3,127 | $3,780-17.3% | $3,930-20.4% | $1,882+66.2% |
| Participant deferral / active EE | $11,669 | $5,359+117.7% | $5,383+116.8% | $3,022+286.1% |
| Admin fee / account holder | $1 | $1,914-99.9% | $8,926-100.0% | $592-99.8% |