Filed March 18, 2024 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $1,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,347 | $75,183-9.1% | $123,892-44.8% | $55,167+23.9% |
| Participation rate | 53.2% | 72.8%-19.6pp | 81.4%-28.2pp | 69.0%-15.8pp |
| Annual return | 15.38% | 19.01%-3.6pp | 47.52%-32.1pp | 169.23%-153.8pp |
| Employer contribution / active EE | $1,612 | $2,823-42.9% | $4,617-65.1% | $1,963-17.8% |
| Participant deferral / active EE | $3,950 | $5,084-22.3% | $5,984-34.0% | $3,054+29.3% |
| Admin fee / account holder | $14 | $663-97.9% | $8,357-99.8% | $504-97.2% |