Filed February 13, 2024 (most recent of 2 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.11+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 19355 | Recordkeeping | $343,936 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 100 VANGUARD BLVD. · MALVERN, PA 19355 | Advisory (Participants) | $145,040 |
KUTAK ROCK LLP1 year Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 1650 FARNAM STREET · OMAHA, NE 68102 | Legal | $57,983 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ AND COMPANY, P.C. Service code 10 · EIN 47-0625816 13616 CALIFORNIA STREET · OMAHA, NE 68154 | Accounting | $43,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,088 | $115,444-15.9% | $65,493+48.2% | $102,872-5.6% |
| Participation rate | 98.1% | 71.2%+27.0pp | 73.1%+25.0pp | 73.0%+25.1pp |
| Annual return | 17.56% | 15.94%+1.6pp | 982.45%-964.9pp | 19.06%-1.5pp |
| Employer contribution / active EE | $3,504 | $3,409+2.8% | $2,574+36.1% | $3,526-0.6% |
| Participant deferral / active EE | $5,241 | $4,118+27.3% | $3,961+32.3% | $5,535-5.3% |
| Admin fee / account holder | $129 | $123+5.1% | $5,028-97.4% | $292-55.8% |