Filed January 6, 2023 (most recent of 7 filings on file)
Total covered: 4 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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $812 |
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 | $195,011 | $89,739+117.3% | $149,718+30.3% | $62,292+213.1% |
| Participation rate | 95.5% | 85.1%+10.4pp | 87.1%+8.5pp | 69.5%+26.0pp |
| Annual return | 17.08% | 21.01%-3.9pp | 1501.63%-1484.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $5,955 | $3,233+84.2% | $5,445+9.4% | $2,042+191.6% |
| Participant deferral / active EE | $4,145 | $4,797-13.6% | $6,569-36.9% | $3,169+30.8% |
| Admin fee / account holder | $6 | $551-98.8% | $11,283-99.9% | $479-98.7% |