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 | $85,034 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $224,903 | $138,427+62.5% | $97,995+129.5% | $69,631+223.0% |
| Participation rate | 99.1% | 90.0%+9.1pp | 82.4%+16.7pp | 70.7%+28.4pp |
| Annual return | 16.07% | 26.21%-10.1pp | 23.94%-7.9pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $4,498 | $4,858-7.4% | $4,158+8.2% | $2,032+121.4% |
| Participant deferral / active EE | $9,763 | $7,165+36.2% | $5,097+91.6% | $3,224+202.8% |
| Admin fee / account holder | $225 | $101+123.3% | $5,943-96.2% | $110+103.8% |