Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 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 | $210,245 |
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 | $115,879 | $168,231-31.1% | $67,834+70.8% | $63,975+81.1% |
| Participation rate | 99.4% | 66.8%+32.6pp | 68.8%+30.6pp | 71.1%+28.3pp |
| Annual return | 8.29% | 11.76%-3.5pp | 138.47%-130.2pp | 48.65%-40.4pp |
| Employer contribution / active EE | $2,711 | $1,907+42.1% | $2,403+12.8% | $2,182+24.2% |
| Participant deferral / active EE | $4,390 | $2,827+55.3% | $3,160+38.9% | $3,356+30.8% |
| Admin fee / account holder | $49 | $81-38.7% | $4,622-98.9% | $70-29.9% |