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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $151,884 |
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 | $55,751 | $66,051-15.6% | $92,893-40.0% | $77,787-28.3% |
| Participation rate | 84.4% | 81.0%+3.4pp | 76.0%+8.4pp | 73.2%+11.1pp |
| Annual return | 23.80% | 20.69%+3.1pp | 109.41%-85.6pp | 32.57%-8.8pp |
| Employer contribution / active EE | $2,892 | $3,426-15.6% | $3,653-20.8% | $2,504+15.5% |
| Participant deferral / active EE | $4,839 | $3,013+60.6% | $4,236+14.2% | $3,967+22.0% |
| Admin fee / account holder | $97 | $148-34.1% | $5,794-98.3% | $100-2.7% |