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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $150,207 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $68,979 |
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 | $91,332 | $241,101-62.1% | $103,333-11.6% | $199,593-54.2% |
| Participation rate | 78.5% | 78.3%+0.2pp | 74.5%+4.0pp | 72.0%+6.5pp |
| Annual return | 13.13% | 17.80%-4.7pp | 24.88%-11.7pp | 34.25%-21.1pp |
| Employer contribution / active EE | $3,617 | $4,244-14.8% | $3,868-6.5% | $3,034+19.2% |
| Participant deferral / active EE | $6,561 | $3,958+65.8% | $5,057+29.7% | $5,087+29.0% |
| Admin fee / account holder | $145 | $288-49.6% | $8,355-98.3% | $269-46.1% |