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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,065 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,809 | $57,831-7.0% | $82,389-34.7% | $85,563-37.1% |
| Participation rate | 79.0% | 55.0%+24.0pp | 69.5%+9.5pp | 66.0%+13.0pp |
| Annual return | 18.84% | 17.86%+1.0pp | 28.67%-9.8pp | 31.51%-12.7pp |
| Employer contribution / active EE | $2,442 | $1,643+48.6% | $2,517-3.0% | $2,654-8.0% |
| Participant deferral / active EE | $4,688 | $3,118+50.4% | $4,155+12.8% | $4,375+7.2% |
| Admin fee / account holder | $23 | $1,391-98.3% | $7,231-99.7% | $834-97.2% |