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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 | $82,920 |
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 | $103,242 | $88,122+17.2% | $141,162-26.9% | $67,579+52.8% |
| Participation rate | 98.2% | 76.5%+21.7pp | 82.5%+15.7pp | 71.3%+26.9pp |
| Annual return | 23.23% | 75.40%-52.2pp | 71.39%-48.2pp | 378.56%-355.3pp |
| Employer contribution / active EE | $2,445 | $3,224-24.2% | $4,735-48.4% | $2,148+13.8% |
| Participant deferral / active EE | $8,575 | $5,958+43.9% | $6,709+27.8% | $3,539+142.3% |
| Admin fee / account holder | $135 | $131+3.1% | $10,261-98.7% | $142-5.1% |