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.2+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $14,451 |
ARTISAN PARTNERS1+ years Service code 59 | Shareholder Servicing | $0 |
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 | $114,580 | $46,732+145.2% | $156,549-26.8% | $55,167+107.7% |
| Participation rate | 98.1% | 65.8%+32.3pp | 84.0%+14.0pp | 69.0%+29.1pp |
| Annual return | 7.79% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,402 | $2,204+190.4% | $4,871+31.4% | $3,054+109.6% |
| Admin fee / account holder | $72 | $418-82.7% | $13,027-99.4% | $504-85.7% |