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 | $104,919+248.5% | $116,228+214.6% | $85,563+327.3% |
| Participation rate | 97.1% | 78.6%+18.4pp | 74.6%+22.5pp | 66.0%+31.1pp |
| Annual return | 17.31% | 15.38%+1.9pp | 90.06%-72.8pp | 31.51%-14.2pp |
| Employer contribution / active EE | $8,449 | $3,485+142.4% | $2,994+182.1% | $2,654+218.4% |
| Participant deferral / active EE | $13,601 | $5,306+156.3% | $4,953+174.6% | $4,375+210.9% |
| Admin fee / account holder | $211 | $429-50.8% | $11,989-98.2% | $834-74.7% |