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.7 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $168,628 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $124,309 | $104,697+18.7% | $96,544+28.8% | $80,160+55.1% |
| Participation rate | 96.2% | 86.4%+9.8pp | 76.0%+20.2pp | 72.9%+23.2pp |
| Annual return | 18.40% | 21.78%-3.4pp | 25.84%-7.4pp | 40.38%-22.0pp |
| Employer contribution / active EE | $3,262 | $3,536-7.8% | $2,965+10.0% | $2,978+9.5% |
| Participant deferral / active EE | $7,493 | $6,188+21.1% | $4,851+54.5% | $5,017+49.3% |
| Admin fee / account holder | $48 | $107-55.3% | $8,252-99.4% | $145-67.1% |