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 9-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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,999 |
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 | $9,857 | $56,629-82.6% | $77,999-87.4% | $55,167-82.1% |
| Participation rate | 96.3% | 73.3%+23.0pp | 75.5%+20.7pp | 69.0%+27.3pp |
| Annual return | 7.81% | 2866.98%-2859.2pp | 425.96%-418.2pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,810 | $1,723+5.1% | $2,470-26.7% | $1,963-7.8% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $29 | $467-93.9% | $5,480-99.5% | $504-94.3% |