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 | $19,119 |
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 | $156,755 | $136,307+15.0% | $177,821-11.8% | $73,488+113.3% |
| Participation rate | 95.0% | 86.1%+8.9pp | 87.7%+7.3pp | 70.7%+24.3pp |
| Annual return | 16.91% | 18.68%-1.8pp | 48.32%-31.4pp | 28.51%-11.6pp |
| Employer contribution / active EE | $3,746 | $3,712+0.9% | $5,918-36.7% | $2,270+65.0% |
| Participant deferral / active EE | $9,267 | $5,829+59.0% | $7,714+20.1% | $3,740+147.8% |
| Admin fee / account holder | $81 | $596-86.3% | $12,427-99.3% | $513-84.2% |