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 Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $69,878 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,773 |
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 | $301,300 | $84,784+255.4% | $98,439+206.1% | $74,419+304.9% |
| Participation rate | 96.2% | 81.5%+14.7pp | 75.2%+21.0pp | 70.7%+25.5pp |
| Annual return | 16.28% | 20.59%-4.3pp | 21.16%-4.9pp | 34.38%-18.1pp |
| Employer contribution / active EE | $6,728 | $3,364+100.0% | $3,048+120.7% | $2,637+155.1% |
| Participant deferral / active EE | $12,914 | $5,218+147.5% | $4,738+172.6% | $4,528+185.2% |
| Admin fee / account holder | $178 | $204-12.9% | $8,948-98.0% | $348-48.8% |