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 | $48,209 |
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 | $166,321 | $122,709+35.5% | $88,497+87.9% | $57,658+188.5% |
| Participation rate | 99.0% | 89.9%+9.1pp | 82.4%+16.6pp | 70.2%+28.7pp |
| Annual return | 6.50% | 10.63%-4.1pp | 7.63%-1.1pp | 5.13%+1.4pp |
| Employer contribution / active EE | $4,679 | $4,531+3.3% | $4,036+15.9% | $1,974+137.1% |
| Participant deferral / active EE | $9,040 | $6,704+34.8% | $4,899+84.5% | $3,061+195.4% |
| Admin fee / account holder | $151 | $93+63.0% | $6,220-97.6% | $95+59.7% |