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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,262 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $14,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $175,287 | $79,519+120.4% | $95,952+82.7% | $73,409+138.8% |
| Participation rate | 98.9% | 81.2%+17.8pp | 77.1%+21.9pp | 72.2%+26.8pp |
| Annual return | 12.17% | 19.20%-7.0pp | 91.61%-79.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $6,357 | $2,048+210.4% | $2,541+150.2% | $2,234+184.6% |
| Participant deferral / active EE | $7,863 | $4,138+90.0% | $4,167+88.7% | $3,805+106.6% |
| Admin fee / account holder | $143 | $184-22.6% | $6,795-97.9% | $158-9.7% |