Filed January 8, 2020 (most recent of 2 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 | $20,819 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,539 | $95,776-18.0% | $162,163-51.6% | $77,787+1.0% |
| Participation rate | 93.0% | 88.6%+4.3pp | 87.6%+5.4pp | 73.2%+19.8pp |
| Annual return | 20.31% | 37.03%-16.7pp | 115.59%-95.3pp | 32.57%-12.3pp |
| Employer contribution / active EE | $2,376 | $3,874-38.7% | $5,614-57.7% | $2,504-5.1% |
| Participant deferral / active EE | $4,951 | $6,125-19.2% | $7,298-32.2% | $3,967+24.8% |
| Admin fee / account holder | $13 | $88-85.1% | $10,843-99.9% | $100-86.9% |