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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,198 |
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 | $45,922 | $76,367-39.9% | $93,606-50.9% | $72,985-37.1% |
| Participation rate | 92.0% | 71.7%+20.2pp | 75.8%+16.1pp | 69.5%+22.5pp |
| Annual return | 19.24% | 25.82%-6.6pp | 32.76%-13.5pp | 81.00%-61.8pp |
| Employer contribution / active EE | $553 | $2,275-75.7% | $2,718-79.7% | $2,440-77.4% |
| Participant deferral / active EE | $3,643 | $3,538+3.0% | $4,069-10.5% | $3,607+1.0% |
| Admin fee / account holder | $76 | $6,838-98.9% | $7,888-99.0% | $5,124-98.5% |