See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,494 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,120 | $61,660-28.4% | $80,019-44.9% | $64,186-31.3% |
| Participation rate | 94.7% | 71.7%+23.0pp | 75.8%+18.9pp | 69.6%+25.2pp |
| Annual return | -4.91% | -0.33%-4.6pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $509 | $1,810-71.9% | $2,468-79.4% | $2,381-78.6% |
| Participant deferral / active EE | $3,390 | $2,968+14.2% | $3,686-8.0% | $3,470-2.3% |
| Admin fee / account holder | $71 | $5,417-98.7% | $6,521-98.9% | $4,888-98.5% |