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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $152,294 |
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 | $69,546 | $104,281-33.3% | $140,016-50.3% | $68,904+0.9% |
| Participation rate | 94.7% | 89.1%+5.6pp | 87.5%+7.2pp | 74.1%+20.6pp |
| Annual return | -1.52% | -1.33%-0.2pp | 651.12%-652.6pp | 1.07%-2.6pp |
| Employer contribution / active EE | $2,041 | $4,070-49.9% | $5,606-63.6% | $2,540-19.7% |
| Participant deferral / active EE | $4,164 | $6,129-32.1% | $6,927-39.9% | $4,015+3.7% |
| Admin fee / account holder | $25 | $79-68.8% | $10,705-99.8% | $71-65.5% |