Filed October 2, 2020
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 4-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,860 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,760 | $65,435-13.3% | $86,677-34.5% | $66,914-15.2% |
| Participation rate | 96.2% | 75.5%+20.7pp | 76.6%+19.6pp | 69.8%+26.4pp |
| Annual return | 8.60% | -10.89%+19.5pp | 35.91%-27.3pp | 1.58%+7.0pp |
| Employer contribution / active EE | $2,517 | $2,153+16.9% | $2,836-11.3% | $2,544-1.1% |
| Participant deferral / active EE | $5,212 | $4,100+27.1% | $4,656+12.0% | $4,237+23.0% |
| Admin fee / account holder | $16 | $642-97.5% | $7,493-99.8% | $593-97.3% |