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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $78,951 |
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 | $65,520 | $55,347+18.4% | $120,354-45.6% | $199,593-67.2% |
| Participation rate | 92.7% | 52.9%+39.8pp | 71.9%+20.8pp | 72.0%+20.7pp |
| Annual return | 15.25% | 15.37%-0.1pp | 107.15%-91.9pp | 34.25%-19.0pp |
| Employer contribution / active EE | $3,971 | $1,296+206.5% | $3,463+14.7% | $3,034+30.9% |
| Participant deferral / active EE | $2,651 | $2,350+12.8% | $4,991-46.9% | $5,087-47.9% |
| Admin fee / account holder | $55 | $134-59.3% | $9,423-99.4% | $269-79.7% |