Filed March 18, 2024 (most recent of 2 filings on file)
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 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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $121,016 | $99,957+21.1% | $149,696-19.2% | $73,488+64.7% |
| Participation rate | 52.5% | 75.7%-23.2pp | 82.5%-29.9pp | 70.7%-18.1pp |
| Annual return | 22.60% | 53.87%-31.3pp | 276.60%-254.0pp | 28.51%-5.9pp |
| Employer contribution / active EE | $1,554 | $3,191-51.3% | $4,644-66.5% | $2,270-31.6% |
| Participant deferral / active EE | $3,944 | $6,073-35.0% | $6,842-42.3% | $3,740+5.5% |
| Admin fee / account holder | $54 | $551-90.1% | $9,309-99.4% | $513-89.4% |