Filed August 25, 2022 (most recent of 9 filings on file)
Total covered: 115 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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $398,102 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $105,908 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,156 | $182,927-40.9% | $200,582-46.1% | $117,739-8.1% |
| Participation rate | 98.1% | 92.5%+5.6pp | 86.9%+11.2pp | 76.6%+21.4pp |
| Annual return | 15.74% | 15.76%0pp | 42.33%-26.6pp | 17.29%-1.5pp |
| Employer contribution / active EE | $2,780 | $5,985-53.6% | $6,419-56.7% | $3,746-25.8% |
| Participant deferral / active EE | $5,762 | $9,711-40.7% | $9,331-38.2% | $6,128-6.0% |
| Admin fee / account holder | $55 | $95-42.5% | $16,305-99.7% | $112-51.2% |