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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $476,255 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSE COOPERS, LLP Service code 15 · EIN 13-4008324 | Recordkeeping | $26,673 |
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 | $159,389 | $114,241+39.5% | $159,4360% | $101,517+57.0% |
| Participation rate | 98.3% | 71.7%+26.5pp | 82.8%+15.4pp | 74.6%+23.7pp |
| Annual return | 17.69% | 22.81%-5.1pp | 263.57%-245.9pp | 21.00%-3.3pp |
| Employer contribution / active EE | $10,279 | $3,214+219.9% | $4,829+112.8% | $2,973+245.7% |
| Participant deferral / active EE | $12,749 | $6,307+102.1% | $7,352+73.4% | $4,873+161.6% |
| Admin fee / account holder | $41 | $81-48.7% | $10,799-99.6% | $139-70.3% |