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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,002 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,957 | $80,753+8.9% | $136,294-35.5% | $62,292+41.2% |
| Participation rate | 54.8% | 73.5%-18.7pp | 81.9%-27.1pp | 69.5%-14.7pp |
| Annual return | 21.38% | 35.83%-14.5pp | 5155.94%-5134.6pp | 28.90%-7.5pp |
| Employer contribution / active EE | $1,765 | $2,884-38.8% | $4,695-62.4% | $2,042-13.6% |
| Participant deferral / active EE | $4,362 | $5,164-15.5% | $6,247-30.2% | $3,169+37.6% |
| Admin fee / account holder | $22 | $525-95.8% | $9,243-99.8% | $479-95.4% |