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.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552331 | Recordkeeping | $366,895 |
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 | $52,988 | $45,382+16.8% | $154,107-65.6% | $75,289-29.6% |
| Participation rate | 98.6% | 65.9%+32.7pp | 83.0%+15.6pp | 72.4%+26.2pp |
| Annual return | -5.32% | -0.47%-4.9pp | 735.12%-740.4pp | -0.04%-5.3pp |
| Employer contribution / active EE | $2,550 | $1,533+66.3% | $5,298-51.9% | $2,405+6.0% |
| Participant deferral / active EE | $3,558 | $2,384+49.3% | $5,081-30.0% | $3,739-4.8% |
| Admin fee / account holder | $95 | $89+6.9% | $13,411-99.3% | $102-6.7% |