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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $630,434 |
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 | $123,754 | $81,725+51.4% | $81,983+51.0% | $93,223+32.8% |
| Participation rate | 99.1% | 71.9%+27.2pp | 69.2%+29.8pp | 74.9%+24.2pp |
| Annual return | 13.71% | 20.25%-6.5pp | 41.31%-27.6pp | 19.29%-5.6pp |
| Employer contribution / active EE | $2,409 | $2,446-1.5% | $2,498-3.6% | $2,680-10.1% |
| Participant deferral / active EE | $3,893 | $3,747+3.9% | $3,722+4.6% | $4,563-14.7% |
| Admin fee / account holder | $98 | $92+6.0% | $5,664-98.3% | $79+23.3% |