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: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $13,775 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $296,268 | $101,955+190.6% | $112,887+162.4% | $71,457+314.6% |
| Participation rate | 98.6% | 82.1%+16.5pp | 80.5%+18.1pp | 67.9%+30.7pp |
| Annual return | 15.28% | 28.92%-13.6pp | 34.10%-18.8pp | 28.85%-13.6pp |
| Employer contribution / active EE | $3,710 | $4,743-21.8% | $4,563-18.7% | $2,588+43.4% |
| Participant deferral / active EE | $12,660 | $6,771+87.0% | $6,513+94.4% | $4,289+195.2% |
| Admin fee / account holder | $42 | $1,395-97.0% | $7,047-99.4% | $1,587-97.3% |