Filed November 2, 2022
Total covered: 34 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $35,270 | $65,820-46.4% | $108,745-67.6% | $57,658-38.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 77.7%+22.3pp | 70.2%+29.8pp |
| Annual return | 10.59% | 21.32%-10.7pp | 46.22%-35.6pp | 5.13%+5.5pp |
| Employer contribution / active EE | $0 | $2,285-100.0% | $3,323-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $3,578-100.0% | $5,121-100.0% | $3,061-100.0% |
| Admin fee / account holder | $10 | $91-88.7% | $6,144-99.8% | $95-89.1% |