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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,565 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,914 | $164,864+80.7% | $453,369-34.3% | $93,030+220.2% |
| Participation rate | 99.6% | 84.2%+15.3pp | 78.0%+21.6pp | 73.9%+25.6pp |
| Annual return | 23.51% | 17.89%+5.6pp | 64.40%-40.9pp | 158.70%-135.2pp |
| Employer contribution / active EE | $8,074 | $3,519+129.4% | $4,070+98.4% | $2,706+198.4% |
| Participant deferral / active EE | $9,552 | $5,690+67.9% | $6,209+53.8% | $4,562+109.4% |
| Admin fee / account holder | $5 | $104-94.9% | $11,209-100.0% | $152-96.5% |