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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $835 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP. INC. Service code 60 | Sub-TA Fees | $0 |
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 | $66,821 | $91,051-26.6% | $88,497-24.5% | $55,167+21.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.4%+17.6pp | 69.0%+31.0pp |
| Annual return | 9.51% | 9.63%-0.1pp | 7.63%+1.9pp | 169.23%-159.7pp |
| Employer contribution / active EE | $6,936 | $3,430+102.2% | $4,036+71.8% | $1,963+253.4% |
| Participant deferral / active EE | $5,482 | $4,954+10.7% | $4,899+11.9% | $3,054+79.5% |
| Admin fee / account holder | $3 | $539-99.5% | $6,220-100.0% | $504-99.4% |