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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $459,322 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 64 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,215 | $65,292+53.5% | $71,671+39.8% | $77,958+28.6% |
| Participation rate | 94.2% | 67.4%+26.8pp | 68.7%+25.4pp | 71.6%+22.5pp |
| Annual return | 9.20% | 21.25%-12.0pp | 20.65%-11.4pp | 20.87%-11.7pp |
| Employer contribution / active EE | $1,663 | $2,085-20.3% | $2,460-32.4% | $2,310-28.0% |
| Participant deferral / active EE | $2,780 | $3,008-7.6% | $3,438-19.1% | $3,537-21.4% |
| Admin fee / account holder | $81 | $84-4.7% | $5,558-98.6% | $97-17.3% |