Filed July 6, 2023
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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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $77,285 |
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 | $60,196 | $57,739+4.3% | $112,229-46.4% | $74,419-19.1% |
| Participation rate | 94.3% | 55.6%+38.7pp | 72.4%+21.9pp | 70.7%+23.6pp |
| Annual return | 18.34% | 19.52%-1.2pp | 30.20%-11.9pp | 34.38%-16.0pp |
| Employer contribution / active EE | $5,094 | $1,675+204.1% | $3,430+48.5% | $2,637+93.1% |
| Participant deferral / active EE | $3,574 | $2,891+23.6% | $4,798-25.5% | $4,528-21.1% |
| Admin fee / account holder | $61 | $462-86.9% | $7,748-99.2% | $348-82.5% |