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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,130,343 |
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 | $48,248 | $66,513-27.5% | $178,490-73.0% | $106,222-54.6% |
| Participation rate | 97.8% | 73.8%+24.0pp | 81.9%+15.9pp | 70.8%+27.0pp |
| Annual return | 17.10% | 21.81%-4.7pp | 151.07%-134.0pp | 21.69%-4.6pp |
| Employer contribution / active EE | $982 | $1,776-44.7% | $5,011-80.4% | $2,723-64.0% |
| Participant deferral / active EE | $3,666 | $3,679-0.4% | $5,202-29.5% | $4,600-20.3% |
| Admin fee / account holder | $56 | $53+3.8% | $13,984-99.6% | $78-29.2% |