Filed January 25, 2021 (most recent of 3 filings on file)
Total covered: 15 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 | $422,239 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $248,157 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $33,750 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & CO LLP Service code 10 · EIN 22-2428965 | Accounting | $27,250 |
Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,365 | $122,186-14.6% | $146,958-29.0% | $199,593-47.7% |
| Participation rate | 97.5% | 78.3%+19.2pp | 82.2%+15.4pp | 72.0%+25.6pp |
| Annual return | 12.75% | 30.56%-17.8pp | 418.34%-405.6pp | 34.25%-21.5pp |
| Employer contribution / active EE | $2,620 | $4,093-36.0% | $4,933-46.9% | $3,034-13.7% |
| Participant deferral / active EE | $5,028 | $8,502-40.9% | $8,070-37.7% | $5,087-1.2% |
| Admin fee / account holder | $112 | $179-37.5% | $12,998-99.1% | $269-58.5% |