Filed July 12, 2022 (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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $245,782 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $216,642 |
Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,099 | $122,693+104.7% | $184,203+36.3% | $199,593+25.8% |
| Participation rate | 94.2% | 86.8%+7.4pp | 86.8%+7.4pp | 72.0%+22.2pp |
| Annual return | 16.12% | 143.91%-127.8pp | 28.81%-12.7pp | 34.25%-18.1pp |
| Employer contribution / active EE | $8,058 | $4,584+75.8% | $6,427+25.4% | $3,034+165.6% |
| Participant deferral / active EE | $14,362 | $7,990+79.7% | $9,131+57.3% | $5,087+182.3% |
| Admin fee / account holder | $117 | $121-2.9% | $13,901-99.2% | $269-56.4% |