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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,621 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $275,161 | $103,685+165.4% | $105,387+161.1% | $65,185+322.1% |
| Participation rate | 97.6% | 83.2%+14.4pp | 82.6%+15.0pp | 70.2%+27.4pp |
| Annual return | 22.32% | 23.88%-1.6pp | 26.82%-4.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $6,724 | $3,842+75.0% | $4,213+59.6% | $2,177+208.9% |
| Participant deferral / active EE | $11,477 | $5,634+103.7% | $5,502+108.6% | $3,514+226.6% |
| Admin fee / account holder | $120 | $399-69.8% | $6,559-98.2% | $847-85.8% |