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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $144,333 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $50,587 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,636 | $88,770-11.4% | $109,143-28.0% | $93,030-15.5% |
| Participation rate | 83.0% | 81.5%+1.5pp | 75.9%+7.2pp | 73.9%+9.1pp |
| Annual return | 14.62% | 60.64%-46.0pp | 25.75%-11.1pp | 158.70%-144.1pp |
| Employer contribution / active EE | $3,459 | $3,780-8.5% | $3,722-7.1% | $2,706+27.8% |
| Participant deferral / active EE | $6,010 | $3,630+65.6% | $4,653+29.2% | $4,562+31.7% |
| Admin fee / account holder | $122 | $172-29.4% | $6,752-98.2% | $152-19.7% |