Filed January 8, 2024 (most recent of 4 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,139 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,677 | $88,890+98.8% | $102,423+72.5% | $77,643+127.6% |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 12.74% | 24.98%-12.2pp | 29.32%-16.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,656 | $2,698-1.5% | $3,023-12.1% | $2,726-2.6% |
| Participant deferral / active EE | $8,207 | $5,145+59.5% | $5,053+62.4% | $4,647+76.6% |
| Admin fee / account holder | $47 | $235-80.0% | $9,451-99.5% | $430-89.1% |