Filed June 24, 2024 (most recent of 6 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 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 | $73,267 |
Service code 99 · EIN 95-4083485 | Other Fees | $14,999 |
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 | $77,438 | $100,227-22.7% | $169,993-54.4% | $74,419+4.1% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.0%+11.4pp | 70.7%+27.7pp |
| Annual return | 19.23% | 66.08%-46.9pp | 53.37%-34.1pp | 34.38%-15.2pp |
| Employer contribution / active EE | $3,615 | $4,263-15.2% | $6,785-46.7% | $2,637+37.1% |
| Participant deferral / active EE | $5,919 | $7,143-17.1% | $10,408-43.1% | $4,528+30.7% |
| Admin fee / account holder | $96 | $234-58.9% | $12,815-99.2% | $348-72.3% |