Filed May 12, 2026 (most recent of 3 filings on file)
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 | $68,123 |
AMERICAN FUNDS9+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $21,888 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,727 | $95,274+33.0% | $135,903-6.8% | $74,419+70.3% |
| Participation rate | 99.0% | 78.2%+20.9pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 17.02% | 32.77%-15.8pp | 68.23%-51.2pp | 34.38%-17.4pp |
| Employer contribution / active EE | $6,512 | $3,874+68.1% | $4,856+34.1% | $2,637+146.9% |
| Participant deferral / active EE | $6,921 | $7,782-11.1% | $7,758-10.8% | $4,528+52.8% |
| Admin fee / account holder | $120 | $266-55.0% | $10,762-98.9% | $348-65.6% |