Filed September 25, 2024
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $338,227 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $44,530 |
Service code 29 · EIN 52-1229560 | Legal | $30,047 |
KES MAIL INC1 year Service code 72 · EIN 74-3075854 | Other investment fees and expenses | $5,494 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,332 | $100,589+0.7% | $136,294-25.7% | $177,276-42.8% |
| Participation rate | 95.3% | 77.4%+17.8pp | 81.9%+13.3pp | 74.8%+20.4pp |
| Annual return | 27.08% | 39.18%-12.1pp | 5155.94%-5128.9pp | 21.25%+5.8pp |
| Employer contribution / active EE | $2,612 | $3,259-19.9% | $4,695-44.4% | $2,479+5.4% |
| Participant deferral / active EE | $6,517 | $5,830+11.8% | $6,247+4.3% | $3,881+67.9% |
| Admin fee / account holder | $36 | $55-33.7% | $9,243-99.6% | $154-76.5% |