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 Service code 15 · EIN 23-1945930 | Recordkeeping | $35,508 |
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 | $318,772 | $118,971+167.9% | $112,977+182.2% | $73,488+333.8% |
| Participation rate | 98.1% | 83.3%+14.7pp | 82.6%+15.5pp | 70.7%+27.4pp |
| Annual return | 17.69% | 17.79%-0.1pp | 24.24%-6.6pp | 28.51%-10.8pp |
| Employer contribution / active EE | $7,194 | $4,091+75.9% | $4,255+69.1% | $2,270+216.9% |
| Participant deferral / active EE | $12,810 | $6,133+108.9% | $5,836+119.5% | $3,740+242.5% |
| Admin fee / account holder | $129 | $573-77.6% | $6,294-98.0% | $513-75.0% |