Filed September 19, 2022 (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 5-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,143 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,976 | $52,293-90.5% | $178,490-97.2% | $73,409-93.2% |
| Participation rate | 88.0% | 65.3%+22.7pp | 81.9%+6.1pp | 72.2%+15.9pp |
| Annual return | 0.00% | 34.75%-34.7pp | 151.07%-151.1pp | 59.29%-59.3pp |
| Employer contribution / active EE | $1,540 | $1,735-11.3% | $5,011-69.3% | $2,234-31.1% |
| Participant deferral / active EE | $2,746 | $2,332+17.7% | $5,202-47.2% | $3,805-27.8% |
| Admin fee / account holder | $42 | $127-67.1% | $13,984-99.7% | $158-73.5% |