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 | $56,464 |
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $40,000 |
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 | $127,171 | $100,589+26.4% | $136,294-6.7% | $177,276-28.3% |
| Participation rate | 91.0% | 77.4%+13.6pp | 81.9%+9.1pp | 74.8%+16.2pp |
| Annual return | 37.83% | 39.18%-1.3pp | 5155.94%-5118.1pp | 21.25%+16.6pp |
| Employer contribution / active EE | $7,481 | $3,259+129.5% | $4,695+59.3% | $2,479+201.8% |
| Participant deferral / active EE | $8,847 | $5,830+51.8% | $6,247+41.6% | $3,881+128.0% |
| Admin fee / account holder | $14 | $55-73.6% | $9,243-99.8% | $154-90.6% |