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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,585 |
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 | $310,790 | $130,267+138.6% | $145,661+113.4% | $102,872+202.1% |
| Participation rate | 98.8% | 83.3%+15.4pp | 77.2%+21.6pp | 73.0%+25.7pp |
| Annual return | 18.73% | 17.79%+0.9pp | 101.46%-82.7pp | 19.06%-0.3pp |
| Employer contribution / active EE | $10,048 | $4,061+147.4% | $4,238+137.1% | $3,526+184.9% |
| Participant deferral / active EE | $11,539 | $6,550+76.2% | $7,198+60.3% | $5,535+108.5% |
| Admin fee / account holder | $5 | $396-98.7% | $12,466-100.0% | $292-98.3% |