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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,850 | $85,635+17.8% | $123,892-18.6% | $63,975+57.6% |
| Participation rate | 83.9% | 74.9%+9.0pp | 81.4%+2.5pp | 71.1%+12.8pp |
| Annual return | 13.64% | 15.74%-2.1pp | 47.52%-33.9pp | 48.65%-35.0pp |
| Employer contribution / active EE | $6,734 | $3,076+118.9% | $4,617+45.9% | $2,182+208.7% |
| Participant deferral / active EE | $7,946 | $5,667+40.2% | $5,984+32.8% | $3,356+136.8% |
| Admin fee / account holder | $1 | $75-99.1% | $8,357-100.0% | $70-99.0% |