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.3+ years Service code 37 · EIN 23-1945930 | Loan Processing | $15,758 |
IND. FIN'L PARTNERS FBO 401(K) ADVI1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,078 |
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 | $43,832 | $31,424+39.5% | $81,478-46.2% | $69,631-37.1% |
| Participation rate | 78.1% | 50.8%+27.2pp | 68.0%+10.1pp | 70.7%+7.4pp |
| Annual return | 19.67% | 22.44%-2.8pp | 38.78%-19.1pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,480 | $1,838+198.1% | $3,537+54.9% | $3,224+70.0% |
| Admin fee / account holder | $101 | $103-1.1% | $4,561-97.8% | $110-8.2% |