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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $78,861 |
Filed as: TURNER,WARREN,HWANG&CONRAD ACCOUNTA Service code 99 · EIN 95-4083485 | Other Fees | $14,903 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,537 | $129,021-30.6% | $184,203-51.4% | $77,643+15.3% |
| Participation rate | 98.5% | 87.3%+11.2pp | 86.8%+11.7pp | 70.6%+27.9pp |
| Annual return | 13.07% | 33.27%-20.2pp | 28.81%-15.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $4,065 | $4,413-7.9% | $6,427-36.7% | $2,726+49.1% |
| Participant deferral / active EE | $6,553 | $7,297-10.2% | $9,131-28.2% | $4,647+41.0% |
| Admin fee / account holder | $105 | $254-58.6% | $13,901-99.2% | $430-75.6% |