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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $34,394 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $223,339 | $92,897+140.4% | $90,782+146.0% | $56,287+296.8% |
| Participation rate | 96.6% | 80.7%+16.0pp | 82.7%+14.0pp | 69.9%+26.8pp |
| Annual return | -4.44% | -2.59%-1.8pp | -3.42%-1.0pp | -9.96%+5.5pp |
| Employer contribution / active EE | $6,291 | $3,871+62.5% | $4,105+53.2% | $2,111+198.0% |
| Participant deferral / active EE | $10,535 | $5,551+89.8% | $5,366+96.3% | $3,350+214.5% |
| Admin fee / account holder | $124 | $440-71.8% | $5,908-97.9% | $521-76.2% |