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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,766 |
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 | $293,265 | $99,016+196.2% | $93,789+212.7% | $66,914+338.3% |
| Participation rate | 98.1% | 82.1%+16.0pp | 81.0%+17.2pp | 69.8%+28.3pp |
| Annual return | 5.37% | -14.59%+20.0pp | -11.33%+16.7pp | 1.58%+3.8pp |
| Employer contribution / active EE | $11,564 | $4,769+142.5% | $4,323+167.5% | $2,544+354.5% |
| Participant deferral / active EE | $13,087 | $6,689+95.6% | $6,094+114.7% | $4,237+208.9% |
| Admin fee / account holder | $43 | $477-91.0% | $7,195-99.4% | $593-92.8% |