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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $199,912 |
FARBER HASS HURLEY LLP1 year Filed as: FARBER HASS HURLEY Service code 99 · EIN 20-4207759 | Other Fees | $37,066 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $154,634 | $65,708+135.3% | $76,817+101.3% | $77,787+98.8% |
| Participation rate | 97.3% | 79.0%+18.3pp | 72.1%+25.2pp | 73.2%+24.0pp |
| Annual return | 23.09% | 49.86%-26.8pp | 1166.11%-1143.0pp | 32.57%-9.5pp |
| Employer contribution / active EE | $7,768 | $2,167+258.4% | $2,302+237.5% | $2,504+210.2% |
| Participant deferral / active EE | $7,300 | $3,254+124.4% | $3,336+118.8% | $3,967+84.0% |
| Admin fee / account holder | $39 | $91-57.2% | $6,420-99.4% | $100-61.1% |