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.3+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $232,270 |
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 | $248,655 | $138,427+79.6% | $97,995+153.7% | $69,631+257.1% |
| Participation rate | 98.4% | 90.0%+8.4pp | 82.4%+16.1pp | 70.7%+27.8pp |
| Annual return | 22.09% | 26.21%-4.1pp | 23.94%-1.8pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $5,128 | $4,858+5.6% | $4,158+23.3% | $2,032+152.4% |
| Participant deferral / active EE | $9,436 | $7,165+31.7% | $5,097+85.1% | $3,224+192.7% |
| Admin fee / account holder | $203 | $101+101.9% | $5,943-96.6% | $110+84.2% |