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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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 49 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Other Services | $1,375 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $1,350 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $264,545 | $91,190+190.1% | $178,490+48.2% | $79,858+231.3% |
| Participation rate | 92.1% | 69.2%+22.9pp | 81.9%+10.2pp | 69.6%+22.5pp |
| Annual return | 12.73% | 24.19%-11.5pp | 151.07%-138.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $8,782 | $3,256+169.7% | $5,011+75.3% | $2,471+255.4% |
| Participant deferral / active EE | $6,872 | $3,236+112.3% | $5,202+32.1% | $3,740+83.7% |
| Admin fee / account holder | $7 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |