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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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,180 |
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 | $176,021 | $74,089+137.6% | $133,980+31.4% | $55,167+219.1% |
| Participation rate | 96.3% | 84.3%+12.0pp | 87.1%+9.2pp | 69.0%+27.3pp |
| Annual return | 7.59% | 12.11%-4.5pp | 29.30%-21.7pp | 169.23%-161.6pp |
| Employer contribution / active EE | $3,482 | $3,064+13.6% | $5,211-33.2% | $1,963+77.4% |
| Participant deferral / active EE | $9,364 | $4,678+100.2% | $6,282+49.1% | $3,054+206.6% |
| Admin fee / account holder | $97 | $458-78.8% | $9,324-99.0% | $504-80.7% |