Filed August 20, 2018 (most recent of 2 filings on file)
Total covered: 2 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) | $94,952 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,384 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $365,648 | $107,218+241.0% | $115,768+215.8% | $79,634+359.2% |
| Participation rate | 97.1% | 76.8%+20.3pp | 74.4%+22.7pp | 62.5%+34.6pp |
| Annual return | 17.31% | 15.41%+1.9pp | 100.46%-83.2pp | 36.46%-19.2pp |
| Employer contribution / active EE | $8,449 | $3,627+133.0% | $2,940+187.4% | $2,529+234.1% |
| Participant deferral / active EE | $13,601 | $5,091+167.2% | $4,917+176.6% | $3,835+254.7% |
| Admin fee / account holder | $211 | $576-63.4% | $12,439-98.3% | $1,002-78.9% |