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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $545,561 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,932 | $67,598+39.0% | $75,886+23.8% | $77,787+20.8% |
| Participation rate | 94.0% | 69.6%+24.5pp | 69.3%+24.8pp | 73.2%+20.8pp |
| Annual return | 19.68% | 23.18%-3.5pp | 30.76%-11.1pp | 32.57%-12.9pp |
| Employer contribution / active EE | $1,636 | $2,430-32.6% | $2,500-34.6% | $2,504-34.7% |
| Participant deferral / active EE | $2,675 | $3,502-23.6% | $3,603-25.7% | $3,967-32.6% |
| Admin fee / account holder | $86 | $96-10.4% | $5,418-98.4% | $100-13.8% |