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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.
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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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,235 |
HAPANOWICZ & ASSOCIATES2 years Service code 27 · EIN 25-1839938 | Advisory (Plan) | $28,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,588 | $75,284+12.4% | $91,001-7.0% | $69,631+21.5% |
| Participation rate | 63.9% | 80.4%-16.5pp | 75.6%-11.7pp | 70.7%-6.8pp |
| Annual return | 17.10% | 48.40%-31.3pp | 4.60%+12.5pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,427 | $2,473-42.3% | $2,456-41.9% | $2,032-29.8% |
| Participant deferral / active EE | $2,782 | $3,700-24.8% | $3,547-21.6% | $3,224-13.7% |
| Admin fee / account holder | $158 | $111+43.0% | $5,417-97.1% | $110+43.1% |