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.11+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 19355 | Recordkeeping | $24,026 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 100 VANGUARD BLVD. · MALVERN, PA 19355 | Advisory (Participants) | $6,944 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,847 | $96,018-24.1% | $65,493+11.2% | $85,563-14.9% |
| Participation rate | 88.7% | 74.8%+13.9pp | 73.1%+15.6pp | 66.0%+22.7pp |
| Annual return | 16.78% | 14.51%+2.3pp | 982.45%-965.7pp | 31.51%-14.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,973 | $4,055+22.7% | $3,961+25.5% | $4,375+13.7% |
| Admin fee / account holder | $81 | $271-70.0% | $5,028-98.4% | $834-90.3% |