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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,658 |
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 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 | $112,997 | $96,458+17.1% | $136,294-17.1% | $77,958+44.9% |
| Participation rate | 54.2% | 75.4%-21.2pp | 81.9%-27.7pp | 71.6%-17.4pp |
| Annual return | -0.22% | 23.78%-24.0pp | 5155.94%-5156.2pp | 20.87%-21.1pp |
| Employer contribution / active EE | $5,942 | $3,144+89.0% | $4,695+26.5% | $2,310+157.2% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $7 | $80-91.4% | $9,243-99.9% | $97-92.9% |