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.2 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $75,712 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,027 |
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 | $291,660 | $81,908+256.1% | $90,749+221.4% | $64,808+350.0% |
| Participation rate | 96.6% | 80.5%+16.1pp | 75.7%+20.9pp | 71.5%+25.1pp |
| Annual return | -13.37% | -12.53%-0.8pp | -12.16%-1.2pp | 32.82%-46.2pp |
| Employer contribution / active EE | $6,493 | $3,065+111.8% | $2,921+122.3% | $2,506+159.1% |
| Participant deferral / active EE | $13,048 | $4,840+169.6% | $4,564+185.9% | $4,310+202.7% |
| Admin fee / account holder | $191 | $157+21.6% | $8,445-97.7% | $188+1.7% |