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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $563,162 |
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 | $319,277 | $47,634+570.3% | $90,404+253.2% | $90,288+253.6% |
| Participation rate | 99.7% | 67.5%+32.2pp | 72.7%+27.0pp | 73.4%+26.3pp |
| Annual return | 15.48% | 19.61%-4.1pp | 1293.02%-1277.5pp | 53.97%-38.5pp |
| Employer contribution / active EE | $14,836 | $1,749+748.3% | $3,262+354.8% | $2,524+487.8% |
| Participant deferral / active EE | $13,883 | $2,824+391.6% | $3,963+250.3% | $4,232+228.0% |
| Admin fee / account holder | $103 | $106-3.2% | $5,611-98.2% | $114-10.0% |