Filed March 5, 2020
Total covered: 45 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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $304,807 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $246,708 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,637 | $112,623+24.9% | $106,213+32.4% | $199,593-29.5% |
| Participation rate | 97.7% | 86.2%+11.5pp | 75.3%+22.4pp | 72.0%+25.7pp |
| Annual return | 13.91% | 15.57%-1.7pp | 116.14%-102.2pp | 34.25%-20.3pp |
| Employer contribution / active EE | $6,565 | $4,575+43.5% | $3,171+107.0% | $3,034+116.4% |
| Participant deferral / active EE | $10,170 | $6,659+52.7% | $5,016+102.8% | $5,087+99.9% |
| Admin fee / account holder | $123 | $107+14.9% | $11,033-98.9% | $269-54.3% |