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 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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $355,398 |
FARBER HASS HURLEY LLP3 years Service code 99 · EIN 82-3747318 | Other Fees | $40,500 |
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 | $214,166 | $115,744+85.0% | $100,391+113.3% | $199,593+7.3% |
| Participation rate | 98.5% | 85.7%+12.8pp | 81.5%+17.0pp | 72.0%+26.5pp |
| Annual return | 15.62% | 17.79%-2.2pp | 49.20%-33.6pp | 34.25%-18.6pp |
| Employer contribution / active EE | $10,288 | $3,657+181.3% | $3,942+161.0% | $3,034+239.1% |
| Participant deferral / active EE | $10,423 | $9,844+5.9% | $8,082+29.0% | $5,087+104.9% |
| Admin fee / account holder | $59 | $93-36.0% | $7,899-99.2% | $269-77.9% |