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 5-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $375,922 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $161,196 | $74,462+116.5% | $81,983+96.6% | $90,288+78.5% |
| Participation rate | 97.3% | 69.7%+27.6pp | 69.2%+28.0pp | 73.4%+23.9pp |
| Annual return | 12.78% | 17.56%-4.8pp | 41.31%-28.5pp | 53.97%-41.2pp |
| Employer contribution / active EE | $6,220 | $2,334+166.5% | $2,498+149.0% | $2,524+146.4% |
| Participant deferral / active EE | $9,705 | $3,602+169.4% | $3,722+160.7% | $4,232+129.3% |
| Admin fee / account holder | $100 | $98+1.8% | $5,664-98.2% | $114-12.5% |