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 Service code 15 · EIN 23-1945930 | Recordkeeping | $2,070 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,478 | $46,732-30.5% | $156,549-79.3% | $55,167-41.1% |
| Participation rate | 71.9% | 65.8%+6.1pp | 84.0%-12.1pp | 69.0%+2.9pp |
| Annual return | 10.29% | 17.72%-7.4pp | 32.23%-21.9pp | 169.23%-158.9pp |
| Employer contribution / active EE | $1,038 | $2,105-50.7% | $5,501-81.1% | $1,963-47.1% |
| Participant deferral / active EE | $2,198 | $2,204-0.3% | $4,871-54.9% | $3,054-28.0% |
| Admin fee / account holder | $17 | $418-96.0% | $13,027-99.9% | $504-96.7% |