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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,758 |
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 | $59,352 | $71,957-17.5% | $67,652-12.3% | $59,188+0.3% |
| Participation rate | 98.0% | 82.7%+15.4pp | 75.7%+22.4pp | 69.4%+28.6pp |
| Annual return | 0.73% | 8.53%-7.8pp | 6625.04%-6624.3pp | 5.51%-4.8pp |
| Employer contribution / active EE | $3,121 | $2,432+28.3% | $2,266+37.8% | $2,098+48.8% |
| Participant deferral / active EE | $3,748 | $4,211-11.0% | $3,560+5.3% | $3,265+14.8% |
| Admin fee / account holder | $21 | $64-66.5% | $4,821-99.6% | $92-76.7% |