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 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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,285 | $92,090+90.3% | $106,201+65.0% | $77,671+125.7% |
| Participation rate | 97.3% | 81.0%+16.2pp | 75.3%+22.0pp | 70.6%+26.7pp |
| Annual return | 13.42% | 17.89%-4.5pp | 116.26%-102.8pp | 31.21%-17.8pp |
| Employer contribution / active EE | $5,623 | $3,368+66.9% | $3,170+77.4% | $2,726+106.2% |
| Participant deferral / active EE | $8,248 | $5,386+53.1% | $5,012+64.6% | $4,648+77.5% |
| Admin fee / account holder | $35 | $219-83.8% | $11,039-99.7% | $430-91.8% |