Filed August 5, 2025 (most recent of 3 filings on file)
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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,021,983 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $763,564 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 99 · EIN 26-0058143 | Other Fees | $250,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY LLP Service code 11 · EIN 30-1413443 | Actuarial | $22,262 |
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 | $239,439 | $237,678+0.7% | $113,168+111.6% | $140,769+70.1% |
| Participation rate | 95.4% | 92.1%+3.3pp | 76.6%+18.8pp | 74.2%+21.2pp |
| Annual return | 18.11% | 20.63%-2.5pp | 24.27%-6.2pp | 16.82%+1.3pp |
| Employer contribution / active EE | $6,784 | $6,583+3.1% | $2,975+128.0% | $3,906+73.7% |
| Participant deferral / active EE | $10,363 | $11,080-6.5% | $5,107+102.9% | $6,717+54.3% |
| Admin fee / account holder | $91 | $66+38.2% | $12,068-99.2% | $229-60.3% |