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.2+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552331 | Recordkeeping | $271,784 |
ARTISAN PARTNERS1+ years Service code 59 | Shareholder Servicing | $0 |
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 | $46,311 | $37,213+24.4% | $156,549-70.4% | $63,975-27.6% |
| Participation rate | 97.4% | 65.0%+32.4pp | 84.0%+13.3pp | 71.1%+26.2pp |
| Annual return | 8.56% | 47.89%-39.3pp | 32.23%-23.7pp | 48.65%-40.1pp |
| Employer contribution / active EE | $2,154 | $1,357+58.7% | $5,501-60.8% | $2,182-1.3% |
| Participant deferral / active EE | $2,868 | $2,070+38.5% | $4,871-41.1% | $3,356-14.6% |
| Admin fee / account holder | $72 | $56+27.9% | $13,027-99.4% | $70+2.3% |