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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $327,331 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $274,890 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,132 | $63,321+9.2% | $68,791+0.5% | $77,904-11.3% |
| Participation rate | 90.6% | 71.1%+19.5pp | 69.0%+21.6pp | 73.7%+17.0pp |
| Annual return | -16.96% | -6.50%-10.5pp | -6.38%-10.6pp | 12.21%-29.2pp |
| Employer contribution / active EE | $1,886 | $2,794-32.5% | $2,655-29.0% | $2,848-33.8% |
| Participant deferral / active EE | $3,167 | $4,029-21.4% | $3,941-19.6% | $4,806-34.1% |
| Admin fee / account holder | $79 | $104-24.6% | $4,932-98.4% | $133-40.6% |