Filed December 8, 2021
Total covered: 552 employees
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 6-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 Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $400,279 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,609 | $169,122-76.6% | $77,999-49.2% | $329,111-88.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 75.5%+14.5pp | 67.9%+22.1pp |
| Annual return | 11.32% | 11.00%+0.3pp | 425.96%-414.6pp | 16.35%-5.0pp |
| Employer contribution / active EE | $3,735 | $5,827-35.9% | $2,470+51.2% | $2,303+62.2% |
| Participant deferral / active EE | $0 | $8,046-100.0% | $3,497-100.0% | $3,682-100.0% |
| Admin fee / account holder | $32 | $83-60.9% | $5,480-99.4% | $754-95.7% |