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.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $24,083 |
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 | $102,049 | $65,322+56.2% | $70,449+44.9% | $73,488+38.9% |
| Participation rate | 94.8% | 77.0%+17.9pp | 75.1%+19.8pp | 70.7%+24.1pp |
| Annual return | 15.10% | 15.71%-0.6pp | 109.03%-93.9pp | 28.51%-13.4pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,942 | $3,375+46.4% | $3,709+33.3% | $3,740+32.2% |
| Admin fee / account holder | $82 | $214-61.6% | $3,845-97.9% | $513-84.0% |