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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $206,901 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $137,026 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,638 |
Service code 37 · EIN 04-2647786 | Loan Processing | $104 |
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 | $143,763 | $70,115+105.0% | $70,515+103.9% | $80,160+79.3% |
| Participation rate | 98.5% | 71.7%+26.8pp | 68.3%+30.1pp | 72.9%+25.5pp |
| Annual return | 17.84% | 134.51%-116.7pp | 32.77%-14.9pp | 40.38%-22.5pp |
| Employer contribution / active EE | $7,435 | $3,021+146.1% | $2,973+150.0% | $2,978+149.7% |
| Participant deferral / active EE | $10,030 | $4,495+123.1% | $4,567+119.6% | $5,017+99.9% |
| Admin fee / account holder | $78 | $112-30.9% | $6,412-98.8% | $145-46.5% |