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.2+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $139,813 |
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 | $212,544 | $122,709+73.2% | $88,497+140.2% | $57,658+268.6% |
| Participation rate | 98.9% | 89.9%+9.0pp | 82.4%+16.5pp | 70.2%+28.6pp |
| Annual return | 8.67% | 10.63%-2.0pp | 7.63%+1.0pp | 5.13%+3.5pp |
| Employer contribution / active EE | $4,895 | $4,531+8.0% | $4,036+21.3% | $1,974+148.0% |
| Participant deferral / active EE | $8,883 | $6,704+32.5% | $4,899+81.3% | $3,061+190.2% |
| Admin fee / account holder | $121 | $93+30.5% | $6,220-98.1% | $95+27.9% |