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 Service code 15 · EIN 23-1945930 | Recordkeeping | $91,326 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,149 | $82,279-28.1% | $77,999-24.2% | $63,975-7.5% |
| Participation rate | 81.9% | 84.7%-2.8pp | 75.5%+6.4pp | 71.1%+10.8pp |
| Annual return | 7.17% | 11.20%-4.0pp | 425.96%-418.8pp | 48.65%-41.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $2,470-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,494 | $4,538-45.1% | $3,497-28.7% | $3,356-25.7% |
| Admin fee / account holder | $32 | $81-61.3% | $5,480-99.4% | $70-55.3% |