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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,742,009 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $657,474 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,324 | $68,062-21.7% | $185,823-71.3% | $106,520-49.9% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.7%+16.1pp | 71.3%+26.5pp |
| Annual return | 8.86% | 18.20%-9.3pp | 122.05%-113.2pp | 19.28%-10.4pp |
| Employer contribution / active EE | $1,087 | $1,997-45.6% | $5,167-79.0% | $2,840-61.7% |
| Participant deferral / active EE | $4,186 | $3,990+4.9% | $5,568-24.8% | $4,948-15.4% |
| Admin fee / account holder | $63 | $53+19.5% | $16,237-99.6% | $75-15.4% |