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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,135 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,933 | $63,442+134.8% | $68,791+116.5% | $66,914+122.6% |
| Participation rate | 98.2% | 60.0%+38.3pp | 69.0%+29.2pp | 69.8%+28.4pp |
| Annual return | -14.98% | -8.29%-6.7pp | -6.38%-8.6pp | 1.58%-16.6pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $15,032 | $2,945+410.5% | $3,941+281.4% | $4,237+254.8% |
| Admin fee / account holder | $132 | $577-77.1% | $4,932-97.3% | $593-77.7% |