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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $544,768 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,203 | $74,462+23.8% | $81,983+12.5% | $90,288+2.1% |
| Participation rate | 93.4% | 69.7%+23.7pp | 69.2%+24.1pp | 73.4%+20.0pp |
| Annual return | 9.12% | 17.56%-8.4pp | 41.31%-32.2pp | 53.97%-44.9pp |
| Employer contribution / active EE | $1,671 | $2,334-28.4% | $2,498-33.1% | $2,524-33.8% |
| Participant deferral / active EE | $2,741 | $3,602-23.9% | $3,722-26.4% | $4,232-35.2% |
| Admin fee / account holder | $82 | $98-16.6% | $5,664-98.6% | $114-28.4% |