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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,798 |
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 | $82,429 | $88,730-7.1% | $82,313+0.1% | $77,958+5.7% |
| Participation rate | 99.6% | 84.5%+15.1pp | 76.9%+22.7pp | 71.6%+28.0pp |
| Annual return | 17.08% | 20.88%-3.8pp | 25.88%-8.8pp | 20.87%-3.8pp |
| Employer contribution / active EE | $3,839 | $2,758+39.2% | $2,428+58.1% | $2,310+66.2% |
| Participant deferral / active EE | $4,535 | $4,634-2.1% | $3,706+22.4% | $3,537+28.2% |
| Admin fee / account holder | $33 | $74-55.8% | $5,608-99.4% | $97-66.4% |