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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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,053 | $40,256-50.2% | $57,343-65.0% | $59,632-66.4% |
| Participation rate | 69.9% | 69.2%+0.7pp | 75.1%-5.2pp | 68.7%+1.2pp |
| Annual return | -0.31% | 27.49%-27.8pp | 24.39%-24.7pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $4,325 | $1,922+125.1% | $2,689+60.9% | $2,203+96.4% |
| Participant deferral / active EE | $6,503 | $2,399+171.0% | $3,162+105.6% | $3,192+103.8% |
| Admin fee / account holder | $9 | $2,818-99.7% | $3,356-99.7% | $4,297-99.8% |