Filed December 5, 2024 (most recent of 5 filings on file)
Total covered: 16 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.5 years Filed as: VANGUARD Service code 21 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Bank Trustee | $44,537 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 16.1%-16.1pp | 12.4%-12.4pp |
| Annual return | 5.60% | 8.88%-3.3pp | 9.36%-3.8pp | 9.89%-4.3pp |
| Employer contribution / active EE | $3,933 | $15,976-75.4% | $31,270-87.4% | $14,313-72.5% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |