Filed May 31, 2024 (most recent of 3 filings on file)
Total covered: 750 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 GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $592,498 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $306,957 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,885 | $117,739+17.1% | $91,541+50.6% | $117,739+17.1% |
| Participation rate | 91.5% | 76.6%+14.9pp | 69.8%+21.8pp | 76.6%+14.9pp |
| Annual return | 16.40% | 17.29%-0.9pp | 20.50%-4.1pp | 17.29%-0.9pp |
| Employer contribution / active EE | $4,577 | $3,746+22.2% | $2,505+82.7% | $3,746+22.2% |
| Participant deferral / active EE | $8,133 | $6,128+32.7% | $4,008+102.9% | $6,128+32.7% |
| Admin fee / account holder | $102 | $112-9.0% | $6,956-98.5% | $112-9.0% |