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 | $467,670 |
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 | $181,057 | $119,627+51.4% | $147,005+23.2% | $99,061+82.8% |
| Participation rate | 98.8% | 73.4%+25.4pp | 82.2%+16.7pp | 71.6%+27.2pp |
| Annual return | 20.44% | 28.82%-8.4pp | 418.76%-398.3pp | 17.66%+2.8pp |
| Employer contribution / active EE | $12,344 | $4,153+197.3% | $4,934+150.2% | $3,261+278.6% |
| Participant deferral / active EE | $15,801 | $7,997+97.6% | $8,070+95.8% | $5,331+196.4% |
| Admin fee / account holder | $29 | $150-80.8% | $13,006-99.8% | $109-73.6% |