Filed April 26, 2019 (most recent of 2 filings on file)
Total covered: 20 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.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $35,210 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,086 | $102,514+133.2% | $97,995+144.0% | $62,292+283.8% |
| Participation rate | 97.3% | 79.5%+17.8pp | 82.4%+14.9pp | 69.5%+27.8pp |
| Annual return | 16.86% | 32.43%-15.6pp | 23.94%-7.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $5,616 | $3,689+52.2% | $4,158+35.1% | $2,042+175.0% |
| Participant deferral / active EE | $9,266 | $5,308+74.6% | $5,097+81.8% | $3,169+192.4% |
| Admin fee / account holder | $123 | $378-67.6% | $5,943-97.9% | $479-74.4% |