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 | $7,110 |
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 | $46,597 | $42,582+9.4% | $171,082-72.8% | $57,658-19.2% |
| Participation rate | 73.8% | 63.9%+9.9pp | 76.7%-2.9pp | 70.2%+3.6pp |
| Annual return | 17.11% | 308.67%-291.6pp | 32.56%-15.4pp | 5.13%+12.0pp |
| Employer contribution / active EE | $2,291 | $1,306+75.4% | $4,002-42.8% | $1,974+16.1% |
| Participant deferral / active EE | $9,087 | $2,933+209.8% | $4,797+89.4% | $3,061+196.9% |
| Admin fee / account holder | $18 | $82-78.7% | $8,520-99.8% | $95-81.5% |