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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $406,427 |
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 | $237,489 | $41,256+475.6% | $86,590+174.3% | $77,958+204.6% |
| Participation rate | 99.6% | 63.0%+36.6pp | 73.5%+26.0pp | 71.6%+27.9pp |
| Annual return | 17.60% | 17.67%-0.1pp | 964.84%-947.2pp | 20.87%-3.3pp |
| Employer contribution / active EE | $13,177 | $1,613+717.1% | $2,839+364.1% | $2,310+470.3% |
| Participant deferral / active EE | $12,236 | $2,332+424.6% | $3,609+239.1% | $3,537+246.0% |
| Admin fee / account holder | $83 | $71+17.8% | $4,906-98.3% | $97-14.4% |