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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $153,061 |
FARBER HASS HURLEY LLP2 years Filed as: FARBER HASS HURLEY Service code 99 · EIN 20-4207759 | Other Fees | $32,073 |
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 | $173,815 | $102,389+69.8% | $100,516+72.9% | $90,288+92.5% |
| Participation rate | 98.0% | 84.0%+14.0pp | 79.4%+18.6pp | 73.4%+24.7pp |
| Annual return | 15.58% | 22.50%-6.9pp | 30.89%-15.3pp | 53.97%-38.4pp |
| Employer contribution / active EE | $7,514 | $3,056+145.9% | $3,418+119.9% | $2,524+197.7% |
| Participant deferral / active EE | $7,515 | $7,5140% | $6,270+19.9% | $4,232+77.6% |
| Admin fee / account holder | $30 | $83-64.0% | $8,081-99.6% | $114-73.7% |