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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,486 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,896 | $80,354-11.8% | $133,980-47.1% | $63,975+10.8% |
| Participation rate | 98.0% | 87.5%+10.4pp | 87.1%+10.9pp | 71.1%+26.8pp |
| Annual return | 5.31% | 13.11%-7.8pp | 29.30%-24.0pp | 48.65%-43.3pp |
| Employer contribution / active EE | $1,879 | $3,503-46.4% | $5,211-63.9% | $2,182-13.9% |
| Participant deferral / active EE | $3,780 | $5,239-27.8% | $6,282-39.8% | $3,356+12.6% |
| Admin fee / account holder | $7 | $69-90.5% | $9,324-99.9% | $70-90.7% |