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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $512,331 |
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 | $286,557 | $44,794+539.7% | $90,281+217.4% | $77,787+268.4% |
| Participation rate | 99.5% | 66.6%+32.9pp | 73.3%+26.2pp | 73.2%+26.3pp |
| Annual return | 22.29% | 28.23%-5.9pp | 78.10%-55.8pp | 32.57%-10.3pp |
| Employer contribution / active EE | $14,059 | $1,809+677.3% | $2,854+392.5% | $2,504+461.4% |
| Participant deferral / active EE | $13,310 | $2,642+403.8% | $3,885+242.6% | $3,967+235.5% |
| Admin fee / account holder | $98 | $94+3.4% | $5,351-98.2% | $100-2.4% |