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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $178,469 |
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 | $330,243 | $85,135+287.9% | $98,907+233.9% | $73,409+349.9% |
| Participation rate | 97.9% | 81.1%+16.8pp | 76.0%+21.9pp | 72.2%+25.7pp |
| Annual return | 17.95% | 19.14%-1.2pp | 196.43%-178.5pp | 59.29%-41.3pp |
| Employer contribution / active EE | $6,055 | $2,721+122.5% | $2,689+125.2% | $2,234+171.1% |
| Participant deferral / active EE | $12,005 | $4,349+176.0% | $4,244+182.8% | $3,805+215.5% |
| Admin fee / account holder | $262 | $139+87.9% | $6,642-96.1% | $158+65.7% |