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 | $88,786 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,231 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,695 | $92,971-84.2% | $96,683-84.8% | $74,419-80.3% |
| Participation rate | 87.3% | 71.5%+15.7pp | 74.3%+12.9pp | 70.7%+16.5pp |
| Annual return | 17.57% | 37.49%-19.9pp | 35.69%-18.1pp | 34.38%-16.8pp |
| Employer contribution / active EE | $817 | $3,426-76.1% | $3,737-78.1% | $2,637-69.0% |
| Participant deferral / active EE | $1,900 | $3,970-52.2% | $4,878-61.1% | $4,528-58.0% |
| Admin fee / account holder | $90 | $633-85.8% | $6,730-98.7% | $348-74.2% |