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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.
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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,294 |
Filed as: VALLEY FORGE INV CONSULTANTS, INC. Service code 51 · EIN 23-2748550 | Investment Mgmt Fees | $12,500 |
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 | $108,434 | $58,577+85.1% | $83,333+30.1% | $64,186+68.9% |
| Participation rate | 97.9% | 72.0%+25.9pp | 77.8%+20.2pp | 69.6%+28.3pp |
| Annual return | -5.60% | 9.65%-15.2pp | 10.63%-16.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,301 | $2,098+57.3% | $3,379-2.3% | $2,381+38.6% |
| Participant deferral / active EE | $5,925 | $4,654+27.3% | $5,565+6.5% | $3,470+70.8% |
| Admin fee / account holder | $196 | $9,275-97.9% | $7,510-97.4% | $4,888-96.0% |