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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,586 |
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 | $81,577 | $73,102+11.6% | $123,544-34.0% | $56,287+44.9% |
| Participation rate | 54.5% | 74.3%-19.8pp | 82.3%-27.7pp | 69.9%-15.3pp |
| Annual return | -4.54% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,782 | $2,977-40.1% | $4,628-61.5% | $2,111-15.6% |
| Participant deferral / active EE | $4,346 | $5,423-19.9% | $6,426-32.4% | $3,350+29.7% |
| Admin fee / account holder | $37 | $554-93.3% | $9,284-99.6% | $521-92.8% |