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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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,538 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,692 | $102,317+6.2% | $146,958-26.0% | $80,856+34.4% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.2%+0.9pp | 67.6%+15.4pp |
| Annual return | 14.43% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $6,292 | $3,713+69.4% | $4,933+27.5% | $2,755+128.4% |
| Participant deferral / active EE | $5,571 | $6,644-16.1% | $8,070-31.0% | $4,296+29.7% |
| Admin fee / account holder | $60 | $7,941-99.2% | $12,998-99.5% | $6,918-99.1% |