Filed January 28, 2026 (most recent of 3 filings on file)
Total covered: 423 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 10-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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $192,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $115,773 | $119,627-3.2% | $147,005-21.2% | $99,061+16.9% |
| Participation rate | 69.0% | 73.4%-4.5pp | 82.2%-13.2pp | 71.6%-2.7pp |
| Annual return | -0.71% | 28.82%-29.5pp | 418.76%-419.5pp | 17.66%-18.4pp |
| Employer contribution / active EE | $9,708 | $4,153+133.8% | $4,934+96.7% | $3,261+197.7% |
| Participant deferral / active EE | $0 | $7,997-100.0% | $8,070-100.0% | $5,331-100.0% |
| Admin fee / account holder | $32 | $150-78.3% | $13,006-99.8% | $109-70.2% |