Filed November 1, 2023
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,218 | $50,982-21.1% | $154,803-74.0% | $85,563-53.0% |
| Participation rate | 46.5% | 59.8%-13.3pp | 78.1%-31.6pp | 66.0%-19.5pp |
| Annual return | 12.25% | 30.35%-18.1pp | 58.88%-46.6pp | 31.51%-19.3pp |
| Employer contribution / active EE | $854 | $1,708-50.0% | $4,305-80.2% | $2,654-67.8% |
| Participant deferral / active EE | $1,340 | $2,474-45.8% | $5,540-75.8% | $4,375-69.4% |
| Admin fee / account holder | $15 | $846-98.3% | $14,329-99.9% | $834-98.2% |