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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $228,363 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 64 | Recordkeeping Fees | $0 |
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 | $102,484 | $168,231-39.1% | $67,834+51.1% | $63,975+60.2% |
| Participation rate | 96.0% | 66.8%+29.2pp | 68.8%+27.2pp | 71.1%+24.9pp |
| Annual return | 8.20% | 11.76%-3.6pp | 138.47%-130.3pp | 48.65%-40.5pp |
| Employer contribution / active EE | $1,657 | $1,907-13.1% | $2,403-31.1% | $2,182-24.1% |
| Participant deferral / active EE | $2,861 | $2,827+1.2% | $3,160-9.4% | $3,356-14.8% |
| Admin fee / account holder | $43 | $81-46.5% | $4,622-99.1% | $70-38.9% |