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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $22,528 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,269 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,723 | $60,323+449.9% | $81,812+305.5% | $74,495+345.3% |
| Participation rate | 98.1% | 62.9%+35.3pp | 72.3%+25.8pp | 67.2%+30.9pp |
| Annual return | 11.55% | 16.90%-5.3pp | 773.79%-762.2pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $18,121 | $2,620+591.6% | $2,912+522.2% | $2,623+590.9% |
| Participant deferral / active EE | $16,010 | $3,387+372.6% | $4,319+270.7% | $4,346+268.4% |
| Admin fee / account holder | $141 | $1,486-90.5% | $7,386-98.1% | $1,942-92.7% |