Filed April 7, 2021
Total covered: 41 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,931 | $88,324-29.9% | $115,037-46.2% | $55,191+12.2% |
| Participation rate | 38.2% | 72.5%-34.3pp | 81.4%-43.1pp | 69.2%-30.9pp |
| Annual return | 21.59% | 6.30%+15.3pp | 26.14%-4.5pp | 10.78%+10.8pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,968 | $5,042-21.3% | $6,026-34.2% | $3,046+30.3% |
| Admin fee / account holder | $95 | $105-9.6% | $8,175-98.8% | $91+4.9% |