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.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552331 | Recordkeeping | $396,663 |
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 | $72,391 | $105,581-31.4% | $70,449+2.8% | $90,288-19.8% |
| Participation rate | 98.3% | 77.5%+20.8pp | 75.1%+23.3pp | 73.4%+25.0pp |
| Annual return | 16.17% | 14.78%+1.4pp | 109.03%-92.9pp | 53.97%-37.8pp |
| Employer contribution / active EE | $2,479 | $3,304-25.0% | $2,737-9.4% | $2,524-1.8% |
| Participant deferral / active EE | $4,125 | $3,813+8.2% | $3,709+11.2% | $4,232-2.5% |
| Admin fee / account holder | $99 | $68+47.2% | $3,845-97.4% | $114-12.8% |