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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $565,237 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $125,283 |
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 | $355,693 | $52,660+575.4% | $86,612+310.7% | $80,160+343.7% |
| Participation rate | 99.8% | 62.4%+37.3pp | 71.7%+28.1pp | 72.9%+26.8pp |
| Annual return | 19.10% | 24.87%-5.8pp | 591.07%-572.0pp | 40.38%-21.3pp |
| Employer contribution / active EE | $16,330 | $2,140+663.1% | $3,022+440.3% | $2,978+448.4% |
| Participant deferral / active EE | $16,294 | $3,215+406.8% | $4,438+267.2% | $5,017+224.8% |
| Admin fee / account holder | $110 | $113-2.3% | $5,614-98.0% | $145-24.0% |