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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $403,314 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $319,786 |
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 | $102,623 | $84,572+21.3% | $68,791+49.2% | $78,044+31.5% |
| Participation rate | 99.0% | 73.3%+25.7pp | 69.0%+30.0pp | 74.4%+24.5pp |
| Annual return | -16.30% | -13.88%-2.4pp | -6.38%-9.9pp | 10.87%-27.2pp |
| Employer contribution / active EE | $2,966 | $3,358-11.7% | $2,655+11.7% | $3,125-5.1% |
| Participant deferral / active EE | $4,923 | $4,666+5.5% | $3,941+24.9% | $5,084-3.2% |
| Admin fee / account holder | $96 | $90+7.4% | $4,932-98.0% | $79+22.0% |