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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,048 |
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 | $13,536 | $63,299-78.6% | $91,001-85.1% | $62,292-78.3% |
| Participation rate | 98.3% | 73.3%+25.0pp | 75.6%+22.7pp | 69.5%+28.8pp |
| Annual return | 16.03% | 20.99%-5.0pp | 4.60%+11.4pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,316 | $1,807+28.2% | $2,456-5.7% | $2,042+13.4% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $30 | $468-93.5% | $5,417-99.4% | $479-93.7% |