Filed November 3, 2023 (most recent of 5 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 Service code 15 · EIN 23-1945930 | Recordkeeping | $1,941,949 |
SWIFT PRINT COMMUNICATIONS4 years Service code 38 · EIN 43-1798859 | Participant Communication | $29,177 |
POSTMASTER GENERAL1 year Filed as: POSTMASTER Service code 38 · EIN 41-0760000 | Participant Communication | $12,725 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,055 | $58,202-26.0% | $172,739-75.1% | $89,569-51.9% |
| Participation rate | 98.1% | 72.8%+25.2pp | 82.6%+15.4pp | 69.6%+28.5pp |
| Annual return | 23.28% | 61.59%-38.3pp | 802.84%-779.6pp | 34.56%-11.3pp |
| Employer contribution / active EE | $924 | $1,759-47.4% | $5,143-82.0% | $2,584-64.2% |
| Participant deferral / active EE | $3,495 | $3,335+4.8% | $5,198-32.7% | $4,220-17.2% |
| Admin fee / account holder | $54 | $53+2.3% | $13,954-99.6% | $72-24.9% |