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.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552331 | Recordkeeping | $466,413 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,184 | $98,780-34.0% | $60,874+7.1% | $77,904-16.3% |
| Participation rate | 97.9% | 76.7%+21.2pp | 73.1%+24.7pp | 73.7%+24.2pp |
| Annual return | -16.43% | -11.56%-4.9pp | 16.90%-33.3pp | 12.21%-28.6pp |
| Employer contribution / active EE | $3,152 | $3,605-12.6% | $2,701+16.7% | $2,848+10.7% |
| Participant deferral / active EE | $4,686 | $4,200+11.6% | $3,817+22.8% | $4,806-2.5% |
| Admin fee / account holder | $107 | $89+21.2% | $3,224-96.7% | $133-19.0% |