Filed August 6, 2024 (most recent of 5 filings on file)
Total covered: 165 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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $659,187 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $129,072 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,776 | $55,527+623.6% | $81,783+391.3% | $199,768+101.1% |
| Participation rate | 99.8% | 62.7%+37.0pp | 72.4%+27.4pp | 72.0%+27.7pp |
| Annual return | 14.81% | 19.58%-4.8pp | 775.05%-760.2pp | 34.26%-19.4pp |
| Employer contribution / active EE | $16,320 | $2,111+673.0% | $2,913+460.3% | $3,037+437.4% |
| Participant deferral / active EE | $17,409 | $3,296+428.2% | $4,320+302.9% | $5,090+242.0% |
| Admin fee / account holder | $125 | $347-64.0% | $7,380-98.3% | $269-53.5% |