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.4 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $52,666 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,758 | $52,293-37.4% | $178,490-81.6% | $73,409-55.4% |
| Participation rate | 96.5% | 65.3%+31.2pp | 81.9%+14.6pp | 72.2%+24.4pp |
| Annual return | 17.18% | 34.75%-17.6pp | 151.07%-133.9pp | 59.29%-42.1pp |
| Employer contribution / active EE | $1,383 | $1,735-20.3% | $5,011-72.4% | $2,234-38.1% |
| Participant deferral / active EE | $2,029 | $2,332-13.0% | $5,202-61.0% | $3,805-46.7% |
| Admin fee / account holder | $63 | $127-50.6% | $13,984-99.6% | $158-60.2% |