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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,802 |
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 | $307,799 | $66,124+365.5% | $90,404+240.5% | $73,488+318.8% |
| Participation rate | 98.8% | 69.7%+29.1pp | 72.7%+26.1pp | 70.7%+28.1pp |
| Annual return | 13.48% | 17.65%-4.2pp | 1293.02%-1279.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $15,203 | $2,346+547.9% | $3,262+366.1% | $2,270+569.7% |
| Participant deferral / active EE | $13,582 | $3,039+346.9% | $3,963+242.7% | $3,740+263.2% |
| Admin fee / account holder | $103 | $396-74.0% | $5,611-98.2% | $513-79.9% |