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.1 year Filed as: VANGUARD GROUP, INC Service code 15 · EIN 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $19,730 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 | Recordkeeping | $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 | $109,053 | $52,953+105.9% | $172,739-36.9% | $65,185+67.3% |
| Participation rate | 93.8% | 66.2%+27.6pp | 82.6%+11.1pp | 70.2%+23.6pp |
| Annual return | 22.41% | 30.12%-7.7pp | 802.84%-780.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,239 | $2,471+112.0% | $5,198+0.8% | $3,514+49.1% |
| Admin fee / account holder | $80 | $472-83.0% | $13,954-99.4% | $847-90.5% |