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 Service code 15 · EIN 23-1945930 | Recordkeeping | $214,311 |
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 | $76,612 | $110,760-30.8% | $162,163-52.8% | $82,204-6.8% |
| Participation rate | 98.0% | 92.7%+5.4pp | 87.6%+10.5pp | 73.4%+24.6pp |
| Annual return | 20.66% | 22.97%-2.3pp | 115.59%-94.9pp | 26.31%-5.6pp |
| Employer contribution / active EE | $2,066 | $4,437-53.4% | $5,614-63.2% | $2,707-23.7% |
| Participant deferral / active EE | $4,398 | $6,652-33.9% | $7,298-39.7% | $4,246+3.6% |
| Admin fee / account holder | $31 | $65-52.8% | $10,843-99.7% | $76-59.3% |