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.6 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $189,900 |
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 | $114,331 | $130,141-12.1% | $86,677+31.9% | $77,904+46.8% |
| Participation rate | 97.6% | 85.9%+11.6pp | 76.6%+21.0pp | 73.7%+23.9pp |
| Annual return | -16.74% | -12.75%-4.0pp | 35.91%-52.7pp | 12.21%-28.9pp |
| Employer contribution / active EE | $3,253 | $3,220+1.0% | $2,836+14.7% | $2,848+14.2% |
| Participant deferral / active EE | $7,538 | $5,757+30.9% | $4,656+61.9% | $4,806+56.9% |
| Admin fee / account holder | $56 | $132-57.4% | $7,493-99.3% | $133-57.7% |