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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,150 |
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 | $43,550 | $96,458-54.9% | $136,294-68.0% | $77,958-44.1% |
| Participation rate | 96.4% | 75.4%+21.0pp | 81.9%+14.5pp | 71.6%+24.7pp |
| Annual return | 0.00% | 23.78%-23.8pp | 5155.94%-5155.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $1,236 | $3,144-60.7% | $4,695-73.7% | $2,310-46.5% |
| Participant deferral / active EE | $3,217 | $5,902-45.5% | $6,247-48.5% | $3,537-9.0% |
| Admin fee / account holder | $0 | $80-99.6% | $9,243-100.0% | $97-99.6% |