Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 2 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 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $40,243 |
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 | $22,086 | $46,173-52.2% | $170,442-87.0% | $69,631-68.3% |
| Participation rate | 95.2% | 63.9%+31.3pp | 83.6%+11.6pp | 70.7%+24.5pp |
| Annual return | 17.97% | 21.62%-3.7pp | 205.93%-188.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $1,379 | $1,610-14.3% | $5,433-74.6% | $2,032-32.1% |
| Participant deferral / active EE | $1,265 | $2,080-39.2% | $4,939-74.4% | $3,224-60.8% |
| Admin fee / account holder | $42 | $116-64.0% | $13,880-99.7% | $110-62.2% |