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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $360 |
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 | $588,570 | $118,971+394.7% | $112,977+421.0% | $73,488+700.9% |
| Participation rate | 92.3% | 83.3%+9.0pp | 82.6%+9.7pp | 70.7%+21.6pp |
| Annual return | 16.41% | 17.79%-1.4pp | 24.24%-7.8pp | 28.51%-12.1pp |
| Employer contribution / active EE | $3,851 | $4,091-5.9% | $4,255-9.5% | $2,270+69.6% |
| Participant deferral / active EE | $14,703 | $6,133+139.8% | $5,836+152.0% | $3,740+293.2% |
| Admin fee / account holder | $1 | $573-99.8% | $6,294-100.0% | $513-99.8% |