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.
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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,811,299 |
IVINS, PHILLIPS & BARKER1 year Service code 29 · EIN 52-1229560 | Legal | $142,456 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $99,993 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $77,027 |
STATE STREET GLOBAL ADVISORS2 years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,089 | $97,018+93.9% | $149,696+25.6% | $106,222+77.1% |
| Participation rate | 95.4% | 67.0%+28.4pp | 82.5%+12.9pp | 70.8%+24.6pp |
| Annual return | 13.40% | 24.13%-10.7pp | 276.60%-263.2pp | 21.69%-8.3pp |
| Employer contribution / active EE | $1,616 | $2,520-35.8% | $4,644-65.2% | $2,723-40.6% |
| Participant deferral / active EE | $10,519 | $5,988+75.7% | $6,842+53.7% | $4,600+128.7% |
| Admin fee / account holder | $75 | $72+3.7% | $9,309-99.2% | $78-4.7% |