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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $159,276 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $53,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,450 | $76,774-12.1% | $112,228-39.9% | $77,904-13.4% |
| Participation rate | 74.7% | 80.2%-5.5pp | 75.1%-0.4pp | 73.7%+1.0pp |
| Annual return | -15.04% | -10.25%-4.8pp | 27.45%-42.5pp | 12.21%-27.2pp |
| Employer contribution / active EE | $3,360 | $3,977-15.5% | $3,635-7.5% | $2,848+18.0% |
| Participant deferral / active EE | $5,859 | $3,778+55.1% | $4,728+23.9% | $4,806+21.9% |
| Admin fee / account holder | $133 | $239-44.5% | $6,410-97.9% | $133+0.1% |