Filed September 24, 2020 (most recent of 2 filings on file)
Total covered: 10 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $146,965 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,287 | $54,281+95.8% | $60,547+75.5% | $59,188+79.6% |
| Participation rate | 95.1% | 66.8%+28.3pp | 68.0%+27.1pp | 69.4%+25.6pp |
| Annual return | 6.64% | 1.74%+4.9pp | 335.64%-329.0pp | 5.51%+1.1pp |
| Employer contribution / active EE | $1,708 | $2,031-15.9% | $2,419-29.4% | $2,098-18.6% |
| Participant deferral / active EE | $2,980 | $2,789+6.9% | $3,328-10.4% | $3,265-8.7% |
| Admin fee / account holder | $30 | $64-54.1% | $4,536-99.3% | $92-67.9% |