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) | $54,238 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,010 |
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 | $320,936 | $79,634+303.0% | $96,707+231.9% | $79,634+303.0% |
| Participation rate | 98.3% | 62.5%+35.8pp | 80.4%+17.9pp | 62.5%+35.8pp |
| Annual return | 18.03% | 36.46%-18.4pp | 34.78%-16.8pp | 36.46%-18.4pp |
| Employer contribution / active EE | $5,920 | $2,529+134.1% | $4,191+41.3% | $2,529+134.1% |
| Participant deferral / active EE | $13,722 | $3,835+257.8% | $5,997+128.8% | $3,835+257.8% |
| Admin fee / account holder | $231 | $1,002-77.0% | $7,503-96.9% | $1,002-77.0% |