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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,110 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $12,973 |
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 | $40,998 | $44,473-7.8% | $76,523-46.4% | $55,725-26.4% |
| Participation rate | 78.5% | 51.0%+27.5pp | 68.0%+10.5pp | 70.9%+7.6pp |
| Annual return | -5.92% | -2.01%-3.9pp | -0.27%-5.7pp | 244.93%-250.8pp |
| Employer contribution / active EE | $7 | $1,101-99.4% | $2,647-99.8% | $2,078-99.7% |
| Participant deferral / active EE | $6,644 | $1,988+234.3% | $3,835+73.2% | $3,356+98.0% |
| Admin fee / account holder | $113 | $134-15.9% | $4,848-97.7% | $115-2.0% |