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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $344,117 |
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 | $195,804 | $34,495+467.6% | $78,689+148.8% | $63,975+206.1% |
| Participation rate | 99.4% | 60.8%+38.6pp | 73.6%+25.8pp | 71.1%+28.2pp |
| Annual return | 9.11% | 11.62%-2.5pp | 62.18%-53.1pp | 48.65%-39.5pp |
| Employer contribution / active EE | $9,371 | $1,398+570.3% | $2,851+228.8% | $2,182+329.5% |
| Participant deferral / active EE | $11,853 | $2,100+464.4% | $3,517+237.0% | $3,356+253.2% |
| Admin fee / account holder | $68 | $68+0.6% | $4,510-98.5% | $70-2.9% |