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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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $43,837 |
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 | $179,076 | $79,519+125.2% | $95,952+86.6% | $73,409+143.9% |
| Participation rate | 99.3% | 81.2%+18.1pp | 77.1%+22.2pp | 72.2%+27.1pp |
| Annual return | 24.53% | 19.20%+5.3pp | 91.61%-67.1pp | 59.29%-34.8pp |
| Employer contribution / active EE | $11,104 | $2,048+442.2% | $2,541+337.0% | $2,234+397.1% |
| Participant deferral / active EE | $11,358 | $4,138+174.5% | $4,167+172.6% | $3,805+198.5% |
| Admin fee / account holder | $104 | $184-43.5% | $6,795-98.5% | $158-34.0% |