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 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $259,413 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $175,020 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,060 | $63,321+108.6% | $68,791+92.0% | $77,904+69.5% |
| Participation rate | 97.1% | 71.1%+26.0pp | 69.0%+28.1pp | 73.7%+23.4pp |
| Annual return | -16.47% | -6.50%-10.0pp | -6.38%-10.1pp | 12.21%-28.7pp |
| Employer contribution / active EE | $5,835 | $2,794+108.9% | $2,655+119.8% | $2,848+104.9% |
| Participant deferral / active EE | $9,301 | $4,029+130.8% | $3,941+136.0% | $4,806+93.5% |
| Admin fee / account holder | $100 | $104-4.4% | $4,932-98.0% | $133-24.8% |