Filed January 31, 2025 (most recent of 3 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.5 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $201,840 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,031 | $144,996-0.7% | $111,297+29.4% | $93,030+54.8% |
| Participation rate | 98.2% | 86.2%+12.0pp | 77.3%+20.9pp | 73.9%+24.3pp |
| Annual return | 15.05% | 18.26%-3.2pp | 54.65%-39.6pp | 158.70%-143.7pp |
| Employer contribution / active EE | $3,083 | $3,056+0.9% | $2,731+12.9% | $2,706+14.0% |
| Participant deferral / active EE | $7,304 | $5,587+30.7% | $4,487+62.8% | $4,562+60.1% |
| Admin fee / account holder | $62 | $103-40.3% | $7,964-99.2% | $152-59.3% |