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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $536,278 |
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 | $96,532 | $123,286-21.7% | $75,670+27.6% | $77,958+23.8% |
| Participation rate | 97.7% | 78.8%+19.0pp | 72.3%+25.4pp | 71.6%+26.1pp |
| Annual return | 16.38% | 20.45%-4.1pp | 27.34%-11.0pp | 20.87%-4.5pp |
| Employer contribution / active EE | $5,183 | $2,035+154.7% | $2,352+120.4% | $2,310+124.3% |
| Participant deferral / active EE | $4,201 | $3,095+35.7% | $3,142+33.7% | $3,537+18.8% |
| Admin fee / account holder | $97 | $144-32.6% | $5,800-98.3% | $97-0.3% |