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 Service code 15 · EIN 23-1945930 | Recordkeeping | $37,784 |
HAPANOWICZ & ASSOCIATES1 year Service code 27 · EIN 25-1839938 | Advisory (Plan) | $23,431 |
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 | $73,105 | $74,024-1.2% | $77,999-6.3% | $57,658+26.8% |
| Participation rate | 70.8% | 79.7%-9.0pp | 75.5%-4.7pp | 70.2%+0.6pp |
| Annual return | 7.30% | 12.14%-4.8pp | 425.96%-418.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,337 | $2,365-43.5% | $2,470-45.9% | $1,974-32.2% |
| Participant deferral / active EE | $2,964 | $3,533-16.1% | $3,497-15.2% | $3,061-3.1% |
| Admin fee / account holder | $131 | $93+40.1% | $5,480-97.6% | $95+38.1% |