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 Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $39,981 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,544 | $133,040+131.9% | $119,258+158.7% | $79,386+288.7% |
| Participation rate | 99.1% | 80.9%+18.2pp | 82.7%+16.3pp | 70.7%+28.4pp |
| Annual return | 12.94% | 20.05%-7.1pp | 30.69%-17.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $7,161 | $4,390+63.1% | $4,384+63.3% | $2,427+195.0% |
| Participant deferral / active EE | $12,464 | $6,448+93.3% | $6,111+104.0% | $4,046+208.1% |
| Admin fee / account holder | $137 | $686-80.0% | $7,226-98.1% | $626-78.1% |