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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $341,827 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,027 | $92,488-2.7% | $70,014+28.6% | $65,292+37.9% |
| Participation rate | 79.9% | 81.7%-1.8pp | 71.8%+8.1pp | 72.4%+7.5pp |
| Annual return | 9.03% | 20.13%-11.1pp | 12.99%-4.0pp | 11.84%-2.8pp |
| Employer contribution / active EE | $2,740 | $3,198-14.3% | $2,338+17.2% | $2,302+19.1% |
| Participant deferral / active EE | $4,449 | $4,112+8.2% | $2,931+51.8% | $3,579+24.3% |
| Admin fee / account holder | $53 | $58-9.3% | $4,380-98.8% | $57-7.6% |