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.2+ years Filed as: THE VANGUARD GROUP Service code 21 P.O. BOX 2900 · VALLEY FORGE, PA 19087 | Bank Trustee | $29,225 |
COHNREZNICK LLP2+ years Filed as: COHNREZNICK Service code 10 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $11,901 |
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 | $189,315 | $155,795+21.5% | $136,294+38.9% | $69,631+171.9% |
| Participation rate | 99.1% | 75.2%+23.8pp | 81.9%+17.1pp | 70.7%+28.4pp |
| Annual return | 20.17% | 232464.33%-232444.2pp | 5155.94%-5135.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $2,396 | $2,991-19.9% | $4,695-49.0% | $2,032+17.9% |
| Participant deferral / active EE | $8,836 | $5,394+63.8% | $6,247+41.4% | $3,224+174.1% |
| Admin fee / account holder | $65 | $128-49.4% | $9,243-99.3% | $110-41.3% |