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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $225,314 |
Filed as: PRICEWATERHOUSE COOPERS, LLP Service code 11 · EIN 13-4008324 | Actuarial | $8,306 |
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 | $106,573 | $127,481-16.4% | $149,696-28.8% | $90,288+18.0% |
| Participation rate | 70.1% | 78.2%-8.2pp | 82.5%-12.4pp | 73.4%-3.3pp |
| Annual return | 12.77% | 57.78%-45.0pp | 276.60%-263.8pp | 53.97%-41.2pp |
| Employer contribution / active EE | $7,542 | $3,448+118.7% | $4,644+62.4% | $2,524+198.8% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $41 | $152-73.0% | $9,309-99.6% | $114-64.1% |