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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,334 |
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 | $44,725 | $93,571-52.2% | $135,903-67.1% | $75,163-40.5% |
| Participation rate | 83.6% | 75.2%+8.4pp | 81.9%+1.7pp | 67.2%+16.4pp |
| Annual return | 15.53% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $164 | $3,537-95.4% | $4,856-96.6% | $2,670-93.9% |
| Participant deferral / active EE | $2,756 | $6,404-57.0% | $7,758-64.5% | $4,125-33.2% |
| Admin fee / account holder | $24 | $6,975-99.7% | $10,762-99.8% | $5,651-99.6% |