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.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552331 | Recordkeeping | $429,224 |
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 | $63,018 | $47,456+32.8% | $172,739-63.5% | $77,787-19.0% |
| Participation rate | 97.8% | 66.3%+31.5pp | 82.6%+15.2pp | 73.2%+24.6pp |
| Annual return | 24.46% | 35.57%-11.1pp | 802.84%-778.4pp | 32.57%-8.1pp |
| Employer contribution / active EE | $3,001 | $1,574+90.6% | $5,143-41.6% | $2,504+19.8% |
| Participant deferral / active EE | $4,039 | $2,560+57.8% | $5,198-22.3% | $3,967+1.8% |
| Admin fee / account holder | $106 | $81+31.4% | $13,954-99.2% | $100+6.2% |