Filed October 26, 2021 (most recent of 2 filings on file)
Total covered: 400 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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $321,452 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $173,029 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $31,662 |
DLA PIPER2 years Filed as: DLA PIPER LLP Service code 16 · EIN 52-0616490 | Consulting | $25,263 |
CROWE LLP6 years Filed as: CROWE Service code 16 · EIN 35-0921680 | Consulting | $16,300 |
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 | $98,703 | $122,186-19.2% | $146,958-32.8% | $199,593-50.5% |
| Participation rate | 98.3% | 78.3%+20.0pp | 82.2%+16.1pp | 72.0%+26.3pp |
| Annual return | 14.76% | 30.56%-15.8pp | 418.34%-403.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $3,245 | $4,093-20.7% | $4,933-34.2% | $3,034+7.0% |
| Participant deferral / active EE | $10,814 | $8,502+27.2% | $8,070+34.0% | $5,087+112.6% |
| Admin fee / account holder | $102 | $179-42.9% | $12,998-99.2% | $269-62.1% |