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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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,727 |
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 | $130,193 | $47,922+171.7% | $75,886+71.6% | $65,185+99.7% |
| Participation rate | 98.0% | 63.0%+35.0pp | 69.3%+28.7pp | 70.2%+27.8pp |
| Annual return | 24.20% | 24.12%+0.1pp | 30.76%-6.6pp | 29.38%-5.2pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $13,586 | $2,550+432.8% | $3,603+277.1% | $3,514+286.7% |
| Admin fee / account holder | $12 | $532-97.7% | $5,418-99.8% | $847-98.6% |