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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,059 |
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 | $141,199 | $79,523+77.6% | $140,016+0.8% | $56,287+150.9% |
| Participation rate | 96.7% | 85.7%+11.0pp | 87.5%+9.2pp | 69.9%+26.9pp |
| Annual return | -3.53% | 2.39%-5.9pp | 651.12%-654.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $3,592 | $3,350+7.2% | $5,606-35.9% | $2,111+70.1% |
| Participant deferral / active EE | $8,282 | $5,129+61.5% | $6,927+19.6% | $3,350+147.2% |
| Admin fee / account holder | $80 | $614-87.0% | $10,705-99.3% | $521-84.6% |