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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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,805 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $20,785 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,170 | $101,317+0.8% | $146,958-30.5% | $74,495+37.2% |
| Participation rate | 63.3% | 75.5%-12.3pp | 82.2%-18.9pp | 67.2%-3.9pp |
| Annual return | 13.06% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $5,085 | $3,810+33.4% | $4,933+3.1% | $2,623+93.8% |
| Participant deferral / active EE | $7,518 | $7,303+2.9% | $8,070-6.8% | $4,346+73.0% |
| Admin fee / account holder | $114 | $1,739-93.4% | $12,998-99.1% | $1,942-94.1% |