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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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,235 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,554 | $80,753+210.3% | $136,294+83.8% | $62,292+302.2% |
| Participation rate | 96.1% | 73.5%+22.6pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 17.27% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $9,933 | $2,884+244.5% | $4,695+111.5% | $2,042+386.4% |
| Participant deferral / active EE | $8,464 | $5,164+63.9% | $6,247+35.5% | $3,169+167.1% |
| Admin fee / account holder | $46 | $525-91.2% | $9,243-99.5% | $479-90.3% |