Filed April 12, 2021
Total covered: 110 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 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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $215,054 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $58,113 |
Service code 99 | Other Fees | $0 |
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 | $52,900 | $53,199-0.6% | $155,567-66.0% | $199,768-73.5% |
| Participation rate | 97.6% | 64.1%+33.5pp | 78.2%+19.4pp | 72.0%+25.6pp |
| Annual return | 13.61% | 41.17%-27.6pp | 64.74%-51.1pp | 34.26%-20.7pp |
| Employer contribution / active EE | $3,856 | $1,852+108.2% | $4,674-17.5% | $3,037+27.0% |
| Participant deferral / active EE | $5,356 | $3,163+69.3% | $5,628-4.8% | $5,090+5.2% |
| Admin fee / account holder | $89 | $186-51.9% | $15,916-99.4% | $269-66.8% |