Filed December 17, 2025 (most recent of 8 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,989 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $266,648 | $50,637+426.6% | $86,590+207.9% | $62,292+328.1% |
| Participation rate | 98.3% | 67.9%+30.4pp | 73.5%+24.7pp | 69.5%+28.8pp |
| Annual return | 15.82% | 20.80%-5.0pp | 964.84%-949.0pp | 28.90%-13.1pp |
| Employer contribution / active EE | $13,316 | $2,075+541.7% | $2,839+369.0% | $2,042+552.1% |
| Participant deferral / active EE | $11,730 | $2,611+349.3% | $3,609+225.1% | $3,169+270.2% |
| Admin fee / account holder | $65 | $413-84.3% | $4,906-98.7% | $479-86.5% |