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 | $89,512 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $4,870 |
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 | $12,979 | $106,236-87.8% | $112,228-88.4% | $64,808-80.0% |
| Participation rate | 90.8% | 71.7%+19.1pp | 75.1%+15.7pp | 71.5%+19.3pp |
| Annual return | -15.82% | -6.02%-9.8pp | 27.45%-43.3pp | 32.82%-48.6pp |
| Employer contribution / active EE | $816 | $3,166-74.2% | $3,635-77.5% | $2,506-67.4% |
| Participant deferral / active EE | $1,877 | $3,785-50.4% | $4,728-60.3% | $4,310-56.5% |
| Admin fee / account holder | $94 | $452-79.3% | $6,410-98.5% | $188-50.2% |