Filed January 4, 2022 (most recent of 2 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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,900 |
Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,817 | $92,055+145.3% | $106,213+112.6% | $77,643+190.8% |
| Participation rate | 96.6% | 81.0%+15.5pp | 75.3%+21.3pp | 70.6%+26.0pp |
| Annual return | 13.68% | 17.91%-4.2pp | 116.14%-102.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $15,690 | $3,367+366.0% | $3,171+394.7% | $2,726+475.6% |
| Participant deferral / active EE | $10,343 | $5,386+92.0% | $5,016+106.2% | $4,647+122.6% |
| Admin fee / account holder | $4 | $219-98.1% | $11,033-100.0% | $430-99.0% |