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.4 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $75,884 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,842 |
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,733 | $92,055+254.9% | $106,213+207.6% | $77,643+320.8% |
| Participation rate | 96.6% | 81.0%+15.5pp | 75.3%+21.3pp | 70.6%+26.0pp |
| Annual return | 12.15% | 17.91%-5.8pp | 116.14%-104.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $7,427 | $3,367+120.6% | $3,171+134.2% | $2,726+172.5% |
| Participant deferral / active EE | $13,260 | $5,386+146.2% | $5,016+164.4% | $4,647+185.3% |
| Admin fee / account holder | $185 | $219-15.7% | $11,033-98.3% | $430-57.1% |