Filed July 6, 2023
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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,052 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,290 | $107,440-46.7% | $105,738-45.8% | $55,725+2.8% |
| Participation rate | 90.8% | 55.5%+35.3pp | 76.3%+14.5pp | 70.9%+20.0pp |
| Annual return | -4.52% | -0.59%-3.9pp | 6.27%-10.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $3,163 | $1,448+118.4% | $3,268-3.2% | $2,078+52.2% |
| Participant deferral / active EE | $2,003 | $2,171-7.8% | $4,080-50.9% | $3,356-40.3% |
| Admin fee / account holder | $59 | $283-79.2% | $6,913-99.1% | $115-48.9% |