Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 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.
| Provider | Service type | Compensation |
|---|---|---|
IVINS, PHILLIPS & BARKER1+ years Service code 29 · EIN 52-1229560 | Legal | $21,442 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,281 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,457 | $89,652-63.8% | $141,162-77.0% | $65,185-50.2% |
| Participation rate | 89.6% | 74.7%+14.9pp | 82.5%+7.1pp | 70.2%+19.4pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.39%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $210 | $3,065-93.2% | $4,735-95.6% | $2,177-90.4% |
| Participant deferral / active EE | $2,107 | $5,691-63.0% | $6,709-68.6% | $3,514-40.0% |
| Admin fee / account holder | $180 | $569-68.4% | $10,261-98.2% | $847-78.8% |