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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,414 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,263 |
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.
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 | $13,479 | $82,917-83.7% | $103,333-87.0% | $77,643-82.6% |
| Participation rate | 94.0% | 71.6%+22.4pp | 74.5%+19.5pp | 70.6%+23.4pp |
| Annual return | 12.82% | 19.13%-6.3pp | 24.88%-12.1pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,130 | $3,552-40.0% | $3,868-44.9% | $2,726-21.9% |
| Participant deferral / active EE | $924 | $4,108-77.5% | $5,057-81.7% | $4,647-80.1% |
| Admin fee / account holder | $79 | $638-87.6% | $8,355-99.1% | $430-81.7% |