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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $280,754 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $165,148 |
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 | $72,102 | $59,339+21.5% | $149,673-51.8% | $103,482-30.3% |
| Participation rate | 91.0% | 70.2%+20.8pp | 78.8%+12.3pp | 73.3%+17.8pp |
| Annual return | 18.20% | 77.78%-59.6pp | 134.42%-116.2pp | 33.11%-14.9pp |
| Employer contribution / active EE | $1,633 | $2,178-25.0% | $4,818-66.1% | $3,208-49.1% |
| Participant deferral / active EE | $6,336 | $3,716+70.5% | $5,680+11.5% | $5,207+21.7% |
| Admin fee / account holder | $71 | $103-31.4% | $13,210-99.5% | $114-38.1% |