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 | $397,256 |
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 | $62,150 | $63,259-1.8% | $178,490-65.2% | $93,223-33.3% |
| Participation rate | 90.8% | 72.1%+18.7pp | 81.9%+8.9pp | 74.9%+15.9pp |
| Annual return | 15.67% | 19.93%-4.3pp | 151.07%-135.4pp | 19.29%-3.6pp |
| Employer contribution / active EE | $1,343 | $1,865-28.0% | $5,011-73.2% | $2,680-49.9% |
| Participant deferral / active EE | $4,258 | $3,372+26.3% | $5,202-18.1% | $4,563-6.7% |
| Admin fee / account holder | $61 | $58+5.8% | $13,984-99.6% | $79-22.5% |