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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,750 |
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 | $57,672 | $23,385+146.6% | $69,182-16.6% | $57,6580% |
| Participation rate | 98.8% | 37.9%+60.9pp | 55.1%+43.7pp | 70.2%+28.6pp |
| Annual return | 7.64% | -659.34%+667.0pp | -21.93%+29.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,170 | $422+177.0% | $1,206-3.0% | $1,974-40.7% |
| Participant deferral / active EE | $3,473 | $843+312.0% | $1,897+83.1% | $3,061+13.5% |
| Admin fee / account holder | $11 | $82-87.1% | $2,697-99.6% | $95-88.8% |