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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,743 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $15,060 |
IVINS, PHILLIPS & BARKER1+ years Service code 29 · EIN 52-1229560 | Legal | $10,946 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $34,430 | $98,750-65.1% | $149,696-77.0% | $79,858-56.9% |
| Participation rate | 92.9% | 75.8%+17.2pp | 82.5%+10.5pp | 69.6%+23.3pp |
| Annual return | -5.39% | 27.43%-32.8pp | 276.60%-282.0pp | 31.71%-37.1pp |
| Employer contribution / active EE | $178 | $3,216-94.5% | $4,644-96.2% | $2,471-92.8% |
| Participant deferral / active EE | $2,465 | $5,680-56.6% | $6,842-64.0% | $3,740-34.1% |
| Admin fee / account holder | $322 | $6,053-94.7% | $9,309-96.5% | $5,306-93.9% |