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.3+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $18,501 |
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 | $130,694 | $55,453+135.7% | $170,442-23.3% | $62,292+109.8% |
| Participation rate | 98.0% | 66.4%+31.6pp | 83.6%+14.4pp | 69.5%+28.4pp |
| Annual return | 16.92% | 21.38%-4.5pp | 205.93%-189.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,707 | $2,303+191.3% | $4,939+35.8% | $3,169+111.6% |
| Admin fee / account holder | $92 | $455-79.8% | $13,880-99.3% | $479-80.8% |