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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,973 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,969 | $82,664-51.6% | $125,339-68.1% | $68,494-41.6% |
| Participation rate | 81.3% | 75.0%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -18.13% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $178 | $3,381-94.7% | $4,814-96.3% | $2,596-93.1% |
| Participant deferral / active EE | $2,670 | $6,110-56.3% | $7,446-64.1% | $4,027-33.7% |
| Admin fee / account holder | $46 | $6,275-99.3% | $10,010-99.5% | $5,403-99.1% |