Filed September 11, 2024 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $149,603 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,145 | $148,970-12.6% | $136,007-4.3% | $199,593-34.8% |
| Participation rate | 97.6% | 79.4%+18.2pp | 76.5%+21.1pp | 72.0%+25.6pp |
| Annual return | 13.80% | 27.07%-13.3pp | 579.32%-565.5pp | 34.25%-20.5pp |
| Employer contribution / active EE | $4,653 | $3,561+30.7% | $4,217+10.3% | $3,034+53.3% |
| Participant deferral / active EE | $7,264 | $6,140+18.3% | $7,025+3.4% | $5,087+42.8% |
| Admin fee / account holder | $38 | $144-73.4% | $6,858-99.4% | $269-85.7% |