Filed June 26, 2019 (most recent of 3 filings on file)
Total covered: 33 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 3-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 |
|---|---|---|
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $44,250 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,594 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,307 | $58,758-51.8% | $70,014-59.6% | $63,975-55.8% |
| Participation rate | 97.0% | 77.5%+19.5pp | 71.8%+25.1pp | 71.1%+25.8pp |
| Annual return | 7.22% | 18.05%-10.8pp | 12.99%-5.8pp | 48.65%-41.4pp |
| Employer contribution / active EE | $3,562 | $1,973+80.6% | $2,338+52.3% | $2,182+63.3% |
| Participant deferral / active EE | $0 | $2,912-100.0% | $2,931-100.0% | $3,356-100.0% |
| Admin fee / account holder | $16 | $71-77.5% | $4,380-99.6% | $70-77.3% |