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 | $46,464-13.4% | $150,298-73.2% | $79,634-49.5% |
| Participation rate | 46.5% | 57.0%-10.5pp | 77.8%-31.3pp | 62.5%-16.0pp |
| Annual return | 12.25% | 27.89%-15.6pp | 62.79%-50.5pp | 36.46%-24.2pp |
| Employer contribution / active EE | $854 | $1,512-43.5% | $4,154-79.4% | $2,529-66.2% |
| Participant deferral / active EE | $1,340 | $2,157-37.9% | $5,453-75.4% | $3,835-65.1% |
| Admin fee / account holder | $15 | $891-98.4% | $14,116-99.9% | $1,002-98.5% |