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.7+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552331 | Recordkeeping | $456,593 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,212 | $120,057-30.7% | $75,696+9.9% | $93,030-10.6% |
| Participation rate | 97.2% | 77.3%+19.9pp | 74.8%+22.4pp | 73.9%+23.3pp |
| Annual return | 15.78% | 19.62%-3.8pp | 104.53%-88.8pp | 158.70%-142.9pp |
| Employer contribution / active EE | $3,417 | $3,253+5.0% | $2,743+24.6% | $2,706+26.3% |
| Participant deferral / active EE | $4,487 | $4,089+9.7% | $3,821+17.4% | $4,562-1.7% |
| Admin fee / account holder | $114 | $81+39.5% | $3,619-96.9% | $152-25.1% |