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 10-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 | $24,863 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,890 | $66,601-88.2% | $92,893-91.5% | $67,579-88.3% |
| Participation rate | 97.0% | 72.5%+24.5pp | 76.0%+21.0pp | 71.3%+25.7pp |
| Annual return | 24.22% | 92.58%-68.4pp | 109.41%-85.2pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,600 | $2,775-42.4% | $3,653-56.2% | $2,148-25.5% |
| Participant deferral / active EE | $745 | $3,157-76.4% | $4,236-82.4% | $3,539-78.9% |
| Admin fee / account holder | $72 | $199-63.8% | $5,794-98.8% | $142-49.4% |