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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $570,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,975 | $108,759+22.3% | $149,696-11.2% | $93,223+42.6% |
| Participation rate | 64.8% | 70.7%-5.9pp | 82.5%-17.7pp | 74.9%-10.1pp |
| Annual return | 16.09% | 19.53%-3.4pp | 276.60%-260.5pp | 19.29%-3.2pp |
| Employer contribution / active EE | $2,010 | $2,777-27.6% | $4,644-56.7% | $2,680-25.0% |
| Participant deferral / active EE | $4,459 | $6,149-27.5% | $6,842-34.8% | $4,563-2.3% |
| Admin fee / account holder | $168 | $81+108.1% | $9,309-98.2% | $79+112.2% |