Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 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 Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $144,847 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $85,881 |
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 | $388,177 | $197,941+96.1% | $100,534+286.1% | $85,563+353.7% |
| Participation rate | 98.4% | 83.8%+14.6pp | 80.6%+17.8pp | 66.0%+32.4pp |
| Annual return | 18.02% | 21.00%-3.0pp | 32.66%-14.6pp | 31.51%-13.5pp |
| Employer contribution / active EE | $10,243 | $7,157+43.1% | $4,346+135.7% | $2,654+286.0% |
| Participant deferral / active EE | $11,158 | $9,061+23.1% | $6,144+81.6% | $4,375+155.0% |
| Admin fee / account holder | $197 | $1,158-83.0% | $7,654-97.4% | $834-76.4% |