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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $140,177 |
Service code 99 · EIN 94-1737782 | Other Fees | $7,025 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,655 | $112,623-10.6% | $106,213-5.2% | $199,593-49.6% |
| Participation rate | 97.8% | 86.2%+11.5pp | 75.3%+22.5pp | 72.0%+25.8pp |
| Annual return | 11.99% | 15.57%-3.6pp | 116.14%-104.1pp | 34.25%-22.3pp |
| Employer contribution / active EE | $4,336 | $4,575-5.2% | $3,171+36.7% | $3,034+42.9% |
| Participant deferral / active EE | $4,073 | $6,659-38.8% | $5,016-18.8% | $5,087-19.9% |
| Admin fee / account holder | $42 | $107-60.6% | $11,033-99.6% | $269-84.3% |