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) | $48,743 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,753 |
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 | $350,401 | $135,961+157.7% | $96,707+262.3% | $67,986+415.4% |
| Participation rate | 96.1% | 76.3%+19.8pp | 80.4%+15.7pp | 57.2%+38.9pp |
| Annual return | 17.53% | 31.14%-13.6pp | 34.78%-17.2pp | 31.67%-14.1pp |
| Employer contribution / active EE | $8,309 | $5,011+65.8% | $4,191+98.2% | $2,019+311.6% |
| Participant deferral / active EE | $14,036 | $7,360+90.7% | $5,997+134.1% | $3,358+318.0% |
| Admin fee / account holder | $268 | $2,370-88.7% | $7,503-96.4% | $3,203-91.6% |