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 | $75,046 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,615 | $138,427+25.4% | $97,995+77.2% | $69,631+149.3% |
| Participation rate | 99.0% | 90.0%+9.0pp | 82.4%+16.6pp | 70.7%+28.3pp |
| Annual return | 10.18% | 26.21%-16.0pp | 23.94%-13.8pp | 27571.02%-27560.8pp |
| Employer contribution / active EE | $5,083 | $4,858+4.6% | $4,158+22.3% | $2,032+150.2% |
| Participant deferral / active EE | $9,292 | $7,165+29.7% | $5,097+82.3% | $3,224+188.3% |
| Admin fee / account holder | $236 | $101+134.1% | $5,943-96.0% | $110+113.5% |