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 | $348,707 |
SWIFT PRINT COMMUNICATIONS3 years Service code 38 · EIN 43-1798859 | Participant Communication | $15,839 |
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 | $54,221 | $53,565+1.2% | $172,739-68.6% | $82,204-34.0% |
| Participation rate | 91.1% | 69.6%+21.5pp | 82.6%+8.5pp | 73.4%+17.7pp |
| Annual return | 21.06% | 31.42%-10.4pp | 802.84%-781.8pp | 26.31%-5.3pp |
| Employer contribution / active EE | $1,331 | $1,857-28.3% | $5,143-74.1% | $2,707-50.8% |
| Participant deferral / active EE | $4,245 | $3,006+41.2% | $5,198-18.3% | $4,2460% |
| Admin fee / account holder | $58 | $61-6.1% | $13,954-99.6% | $76-23.7% |