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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,545 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,575 | $58,879-83.7% | $178,490-94.6% | $73,488-87.0% |
| Participation rate | 91.9% | 66.2%+25.7pp | 81.9%+10.0pp | 70.7%+21.3pp |
| Annual return | 11.93% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.6pp |
| Employer contribution / active EE | $335 | $2,236-85.0% | $5,011-93.3% | $2,270-85.2% |
| Participant deferral / active EE | $1,757 | $2,567-31.5% | $5,202-66.2% | $3,740-53.0% |
| Admin fee / account holder | $70 | $400-82.5% | $13,984-99.5% | $513-86.3% |