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 Filed as: THE VANGUARD GROUP INC Service code 13 · EIN 23-1945930 | Contract Administrator | $9,590 |
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 | $69,754 | $76,000-8.2% | $154,107-54.7% | $64,186+8.7% |
| Participation rate | 82.8% | 70.4%+12.4pp | 83.0%-0.2pp | 69.6%+13.2pp |
| Annual return | -6.51% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $7,880 | $3,351+135.2% | $5,298+48.7% | $2,381+231.0% |
| Participant deferral / active EE | $3,871 | $3,175+21.9% | $5,081-23.8% | $3,470+11.6% |
| Admin fee / account holder | $95 | $5,596-98.3% | $13,411-99.3% | $4,888-98.1% |