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 |
|---|---|---|
Filed as: WEALTH ADVISORY GROUP, INC Service code 27 · EIN 23-2739506 | Advisory (Plan) | $11,081 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,270 | $63,114-74.2% | $92,893-82.5% | $65,185-75.0% |
| Participation rate | 79.1% | 68.8%+10.3pp | 76.0%+3.1pp | 70.2%+8.9pp |
| Annual return | 22.95% | 28.75%-5.8pp | 109.41%-86.5pp | 29.38%-6.4pp |
| Employer contribution / active EE | $708 | $2,571-72.5% | $3,653-80.6% | $2,177-67.5% |
| Participant deferral / active EE | $3,498 | $3,108+12.5% | $4,236-17.4% | $3,514-0.4% |
| Admin fee / account holder | $103 | $624-83.4% | $5,794-98.2% | $847-87.8% |