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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $166,148 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,384 | $81,719-17.5% | $101,248-33.4% | $90,288-25.4% |
| Participation rate | 81.5% | 80.7%+0.8pp | 75.8%+5.7pp | 73.4%+8.1pp |
| Annual return | 15.36% | 337.64%-322.3pp | 46.47%-31.1pp | 53.97%-38.6pp |
| Employer contribution / active EE | $3,036 | $3,622-16.2% | $3,660-17.0% | $2,524+20.3% |
| Participant deferral / active EE | $5,207 | $3,310+57.3% | $4,370+19.1% | $4,232+23.0% |
| Admin fee / account holder | $109 | $162-32.9% | $5,945-98.2% | $114-4.8% |