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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $473,034 |
Filed as: PRICEWATERHOUSE COOPERS LLP Service code 15 · EIN 13-4008324 | Recordkeeping | $28,000 |
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 | $120,377 | $93,773+28.4% | $125,339-4.0% | $78,044+54.2% |
| Participation rate | 98.0% | 75.6%+22.4pp | 82.4%+15.6pp | 74.4%+23.6pp |
| Annual return | -14.45% | 277.78%-292.2pp | 572.05%-586.5pp | 10.87%-25.3pp |
| Employer contribution / active EE | $9,509 | $3,678+158.5% | $4,814+97.5% | $3,125+204.3% |
| Participant deferral / active EE | $12,628 | $6,971+81.1% | $7,446+69.6% | $5,084+148.4% |
| Admin fee / account holder | $34 | $67-49.3% | $10,010-99.7% | $79-56.9% |