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.2+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $9,772 |
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 | $150,038 | $56,629+165.0% | $77,999+92.4% | $55,167+172.0% |
| Participation rate | 96.4% | 73.3%+23.1pp | 75.5%+20.9pp | 69.0%+27.5pp |
| Annual return | 8.04% | 2866.98%-2858.9pp | 425.96%-417.9pp | 169.23%-161.2pp |
| Employer contribution / active EE | $876 | $1,723-49.2% | $2,470-64.5% | $1,963-55.4% |
| Participant deferral / active EE | $5,952 | $2,777+114.3% | $3,497+70.2% | $3,054+94.9% |
| Admin fee / account holder | $35 | $467-92.4% | $5,480-99.4% | $504-93.0% |