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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 | $26,563 |
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 | $41,127 | $32,425+26.8% | $74,583-44.9% | $55,167-25.4% |
| Participation rate | 81.8% | 54.0%+27.8pp | 68.1%+13.7pp | 69.0%+12.8pp |
| Annual return | 8.08% | 10.63%-2.5pp | 20.47%-12.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,396 | $1,995+320.9% | $3,458+142.8% | $3,054+174.9% |
| Admin fee / account holder | $65 | $748-91.3% | $4,138-98.4% | $504-87.1% |