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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,344 |
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 | $277,560 | $51,620+437.7% | $90,281+207.4% | $65,185+325.8% |
| Participation rate | 98.9% | 68.6%+30.3pp | 73.3%+25.6pp | 70.2%+28.7pp |
| Annual return | 19.56% | 24.94%-5.4pp | 78.10%-58.5pp | 29.38%-9.8pp |
| Employer contribution / active EE | $13,740 | $2,235+514.9% | $2,854+381.4% | $2,177+531.2% |
| Participant deferral / active EE | $11,792 | $2,871+310.8% | $3,885+203.5% | $3,514+235.6% |
| Admin fee / account holder | $88 | $384-77.2% | $5,351-98.4% | $847-89.6% |