Filed April 28, 2020
Total covered: 6 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 6-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $19,230 |
SIMON LEVER LLC1 year Filed as: SIMON LEVER LLP Service code 10 147 W AIRPORT RD · LITITZ, PA 17543 | Accounting | $8,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,191 | $76,670-37.1% | $96,683-50.2% | $71,457-32.6% |
| Participation rate | 90.0% | 66.6%+23.4pp | 74.3%+15.7pp | 67.9%+22.1pp |
| Annual return | 19.07% | 48.29%-29.2pp | 35.69%-16.6pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,786 | $3,031-8.1% | $3,737-25.4% | $2,588+7.7% |
| Participant deferral / active EE | $6,689 | $3,771+77.4% | $4,878+37.1% | $4,289+56.0% |
| Admin fee / account holder | $129 | $2,028-93.6% | $6,730-98.1% | $1,587-91.9% |