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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $520,678 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $143,737 |
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 | $363,460 | $52,626+590.7% | $98,442+269.2% | $93,030+290.7% |
| Participation rate | 99.6% | 65.3%+34.2pp | 73.3%+26.2pp | 73.9%+25.7pp |
| Annual return | 15.50% | 16.95%-1.4pp | 1492.73%-1477.2pp | 158.70%-143.2pp |
| Employer contribution / active EE | $15,899 | $1,894+739.6% | $2,960+437.2% | $2,706+487.6% |
| Participant deferral / active EE | $14,807 | $2,907+409.3% | $4,276+246.3% | $4,562+224.5% |
| Admin fee / account holder | $119 | $102+16.6% | $5,949-98.0% | $152-21.4% |