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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,714 |
SIMON LEVER LLC2 years Filed as: SIMON LEVER LLP Service code 10 147 W AIRPORT RD · LITITZ, PA 17543 | Accounting | $9,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,826 | $80,724-27.1% | $103,333-43.1% | $74,495-21.0% |
| Participation rate | 96.0% | 65.7%+30.3pp | 74.5%+21.5pp | 67.2%+28.8pp |
| Annual return | 19.87% | 27.56%-7.7pp | 24.88%-5.0pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $3,573 | $3,157+13.2% | $3,868-7.6% | $2,623+36.2% |
| Participant deferral / active EE | $7,904 | $3,860+104.8% | $5,057+56.3% | $4,346+81.9% |
| Admin fee / account holder | $138 | $2,368-94.2% | $8,355-98.3% | $1,942-92.9% |