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.8 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $188,987 |
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 | $136,377 | $110,299+23.6% | $102,423+33.1% | $199,593-31.7% |
| Participation rate | 97.3% | 86.3%+11.0pp | 76.5%+20.8pp | 72.0%+25.3pp |
| Annual return | 15.36% | 35.73%-20.4pp | 29.32%-14.0pp | 34.25%-18.9pp |
| Employer contribution / active EE | $3,469 | $3,603-3.7% | $3,023+14.8% | $3,034+14.3% |
| Participant deferral / active EE | $8,011 | $6,376+25.6% | $5,053+58.5% | $5,087+57.5% |
| Admin fee / account holder | $51 | $122-58.5% | $9,451-99.5% | $269-81.1% |