Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $585,741 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,574 | $152,104+25.3% | $184,203+3.5% | $106,382+79.1% |
| Participation rate | 96.8% | 85.9%+10.9pp | 86.8%+10.0pp | 69.9%+26.9pp |
| Annual return | 17.39% | 20.70%-3.3pp | 28.81%-11.4pp | 17.37%0pp |
| Employer contribution / active EE | $2,123 | $5,326-60.1% | $6,427-67.0% | $3,364-36.9% |
| Participant deferral / active EE | $6,667 | $8,559-22.1% | $9,131-27.0% | $5,569+19.7% |
| Admin fee / account holder | $6 | $103-94.3% | $13,901-100.0% | $79-92.6% |