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 | $291,574 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $147,038 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,708 | $69,238+2.1% | $185,823-61.9% | $101,517-30.3% |
| Participation rate | 89.1% | 73.5%+15.6pp | 81.7%+7.4pp | 74.6%+14.6pp |
| Annual return | 9.39% | 21.26%-11.9pp | 122.05%-112.7pp | 21.00%-11.6pp |
| Employer contribution / active EE | $1,262 | $2,104-40.0% | $5,167-75.6% | $2,973-57.6% |
| Participant deferral / active EE | $4,356 | $3,764+15.7% | $5,568-21.8% | $4,873-10.6% |
| Admin fee / account holder | $71 | $66+7.1% | $16,237-99.6% | $139-49.0% |