Filed June 28, 2024 (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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,580 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,676 | $84,556+280.4% | $116,228+176.8% | $74,304+332.9% |
| Participation rate | 98.2% | 66.0%+32.1pp | 74.6%+23.6pp | 60.3%+37.8pp |
| Annual return | 17.31% | 18.35%-1.0pp | 90.06%-72.8pp | 29.43%-12.1pp |
| Employer contribution / active EE | $10,539 | $2,168+386.2% | $2,994+252.0% | $2,241+370.3% |
| Participant deferral / active EE | $11,694 | $3,814+206.6% | $4,953+136.1% | $3,767+210.4% |
| Admin fee / account holder | $166 | $3,792-95.6% | $11,989-98.6% | $2,969-94.4% |