Filed November 25, 2025 (most recent of 4 filings on file)
Total covered: 2 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,897 | $74,552+43.4% | $62,995+69.7% | $69,631+53.5% |
| Participation rate | 53.0% | 78.3%-25.2pp | 74.8%-21.8pp | 70.7%-17.6pp |
| Annual return | 11.75% | 15.77%-4.0pp | 87.57%-75.8pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $2,133 | $2,929-27.2% | $2,759-22.7% | $2,032+5.0% |
| Participant deferral / active EE | $3,604 | $2,974+21.2% | $3,329+8.2% | $3,224+11.8% |
| Admin fee / account holder | $1 | $59-98.0% | $3,600-100.0% | $110-98.9% |