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.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $8,238 |
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 | $172,878 | $63,299+173.1% | $91,001+90.0% | $62,292+177.5% |
| Participation rate | 94.3% | 73.3%+21.0pp | 75.6%+18.7pp | 69.5%+24.8pp |
| Annual return | 18.34% | 20.99%-2.7pp | 4.60%+13.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,816 | $1,807+0.5% | $2,456-26.1% | $2,042-11.1% |
| Participant deferral / active EE | $5,727 | $2,943+94.6% | $3,547+61.4% | $3,169+80.7% |
| Admin fee / account holder | $30 | $468-93.7% | $5,417-99.5% | $479-93.8% |