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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $146,222 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $57,863 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,818 | $88,480-13.2% | $96,683-20.5% | $80,160-4.2% |
| Participation rate | 79.6% | 79.9%-0.3pp | 74.3%+5.3pp | 72.9%+6.7pp |
| Annual return | 17.32% | 22.53%-5.2pp | 35.69%-18.4pp | 40.38%-23.1pp |
| Employer contribution / active EE | $3,326 | $4,176-20.4% | $3,737-11.0% | $2,978+11.7% |
| Participant deferral / active EE | $6,162 | $3,959+55.7% | $4,878+26.3% | $5,017+22.8% |
| Admin fee / account holder | $125 | $212-40.9% | $6,730-98.1% | $145-13.6% |