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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $514,397 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $116,379 |
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 | $298,675 | $43,113+592.8% | $82,719+261.1% | $77,904+283.4% |
| Participation rate | 99.7% | 63.8%+35.8pp | 72.6%+27.1pp | 73.7%+26.0pp |
| Annual return | -15.38% | 2.60%-18.0pp | 701.18%-716.6pp | 12.21%-27.6pp |
| Employer contribution / active EE | $15,053 | $1,924+682.2% | $3,009+400.3% | $2,848+428.6% |
| Participant deferral / active EE | $15,164 | $3,057+396.1% | $4,395+245.0% | $4,806+215.5% |
| Admin fee / account holder | $110 | $102+7.3% | $5,329-97.9% | $133-17.3% |