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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.
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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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,188 |
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 | $99,804 | $44,425+124.7% | $67,834+47.1% | $55,167+80.9% |
| Participation rate | 97.1% | 59.7%+37.4pp | 68.8%+28.3pp | 69.0%+28.1pp |
| Annual return | 9.08% | 17.80%-8.7pp | 138.47%-129.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $12,071 | $2,166+457.3% | $3,160+282.0% | $3,054+295.2% |
| Admin fee / account holder | $6 | $530-98.9% | $4,622-99.9% | $504-98.9% |