Filed December 3, 2024 (most recent of 9 filings on file)
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 9-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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $403,804 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $148,065 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS Service code 16 · EIN 87-1928698 | Consulting | $55,000 |
TANNER LLC7 years Service code 10 · EIN 20-2253063 | Accounting | $25,512 |
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 | $70,630 | $148,970-52.6% | $136,007-48.1% | $199,593-64.6% |
| Participation rate | 97.0% | 79.4%+17.7pp | 76.5%+20.6pp | 72.0%+25.1pp |
| Annual return | 17.74% | 27.07%-9.3pp | 579.32%-561.6pp | 34.25%-16.5pp |
| Employer contribution / active EE | $1,951 | $3,561-45.2% | $4,217-53.7% | $3,034-35.7% |
| Participant deferral / active EE | $5,642 | $6,140-8.1% | $7,025-19.7% | $5,087+10.9% |
| Admin fee / account holder | $124 | $144-13.6% | $6,858-98.2% | $269-53.8% |