Filed January 8, 2024 (most recent of 4 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 | $22,002 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $150,059 | $79,519+88.7% | $95,952+56.4% | $73,409+104.4% |
| Participation rate | 98.4% | 81.2%+17.2pp | 77.1%+21.3pp | 72.2%+26.2pp |
| Annual return | 14.35% | 19.20%-4.8pp | 91.61%-77.3pp | 59.29%-44.9pp |
| Employer contribution / active EE | $1,924 | $2,048-6.1% | $2,541-24.3% | $2,234-13.9% |
| Participant deferral / active EE | $5,750 | $4,138+38.9% | $4,167+38.0% | $3,805+51.1% |
| Admin fee / account holder | $25 | $184-86.5% | $6,795-99.6% | $158-84.2% |