Filed October 17, 2019 (most recent of 5 filings on file)
Total covered: 105 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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $278,849 |
AON CONSULTING1+ years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $74,900 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $55,452 |
BENNETT THRASHER LLP1+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1673613 | Accounting | $28,612 |
SEYFARTH SHAW LLP1+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $14,724 |
CHARLES SCHWAB & CO., INC.1+ years Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,630 | $2,679,533-91.4% | $164,813+39.9% | $199,593+15.6% |
| Participation rate | 95.1% | 78.3%+16.8pp | 78.6%+16.5pp | 72.0%+23.1pp |
| Annual return | 13.59% | 17.93%-4.3pp | 69.93%-56.3pp | 34.25%-20.7pp |
| Employer contribution / active EE | $4,231 | $2,970+42.4% | $4,341-2.5% | $3,034+39.4% |
| Participant deferral / active EE | $9,635 | $5,010+92.3% | $6,031+59.7% | $5,087+89.4% |
| Admin fee / account holder | $83 | $1,982-95.8% | $12,690-99.3% | $269-69.0% |