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 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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,718 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,359 | $102,317-55.7% | $146,958-69.1% | $80,856-43.9% |
| Participation rate | 79.4% | 75.8%+3.5pp | 82.2%-2.8pp | 67.6%+11.7pp |
| Annual return | 16.63% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,081 | $3,713-70.9% | $4,933-78.1% | $2,755-60.7% |
| Participant deferral / active EE | $2,365 | $6,644-64.4% | $8,070-70.7% | $4,296-44.9% |
| Admin fee / account holder | $27 | $7,941-99.7% | $12,998-99.8% | $6,918-99.6% |