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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $255,681 |
Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $81,250 |
FARBER HASS HURLEY LLP2 years Service code 99 · EIN 20-4207759 | Other Fees | $29,600 |
SEYFARTH SHAW LLP8 years Service code 29 · EIN 36-2152202 | Legal | $25,591 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $188,467 | $103,918+81.4% | $94,646+99.1% | $80,160+135.1% |
| Participation rate | 99.0% | 85.8%+13.2pp | 80.8%+18.2pp | 72.9%+26.1pp |
| Annual return | 19.34% | 27.77%-8.4pp | 156.71%-137.4pp | 40.38%-21.0pp |
| Employer contribution / active EE | $10,473 | $3,539+195.9% | $3,672+185.2% | $2,978+251.7% |
| Participant deferral / active EE | $9,497 | $9,528-0.3% | $7,418+28.0% | $5,017+89.3% |
| Admin fee / account holder | $58 | $96-40.0% | $7,231-99.2% | $145-60.1% |