Filed March 5, 2020
Total covered: 45 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $288,639 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,421 | $134,045-36.3% | $80,019+6.8% | $75,289+13.5% |
| Participation rate | 98.2% | 85.8%+12.4pp | 75.8%+22.4pp | 72.4%+25.8pp |
| Annual return | -0.52% | -0.56%0pp | 11.22%-11.7pp | -0.04%-0.5pp |
| Employer contribution / active EE | $5,255 | $3,492+50.5% | $2,468+112.9% | $2,405+118.5% |
| Participant deferral / active EE | $8,705 | $4,976+74.9% | $3,686+136.2% | $3,739+132.9% |
| Admin fee / account holder | $81 | $124-35.0% | $6,521-98.8% | $102-21.3% |