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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,985 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,939 | $92,055+48.8% | $106,213+28.9% | $77,643+76.4% |
| Participation rate | 97.2% | 81.0%+16.1pp | 75.3%+21.9pp | 70.6%+26.6pp |
| Annual return | 15.06% | 17.91%-2.8pp | 116.14%-101.1pp | 31.24%-16.2pp |
| Employer contribution / active EE | $0 | $3,367-100.0% | $3,171-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,658 | $5,386+42.2% | $5,016+52.7% | $4,647+64.8% |
| Admin fee / account holder | $117 | $219-46.7% | $11,033-98.9% | $430-72.9% |