Filed February 8, 2022 (most recent of 4 filings on file)
Total covered: 0 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 9-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $134,943 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,361 | $60,396-26.6% | $83,848-47.1% | $75,289-41.1% |
| Participation rate | 85.2% | 80.7%+4.5pp | 76.1%+9.1pp | 72.4%+12.8pp |
| Annual return | -5.79% | 3.84%-9.6pp | 850.88%-856.7pp | -0.04%-5.7pp |
| Employer contribution / active EE | $2,433 | $3,343-27.2% | $3,631-33.0% | $2,405+1.2% |
| Participant deferral / active EE | $4,577 | $2,922+56.6% | $4,082+12.1% | $3,739+22.4% |
| Admin fee / account holder | $91 | $141-35.5% | $5,478-98.3% | $102-10.9% |