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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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,738 |
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 | $155,114 | $88,122+76.0% | $141,162+9.9% | $67,579+129.5% |
| Participation rate | 97.6% | 76.5%+21.1pp | 82.5%+15.1pp | 71.3%+26.3pp |
| Annual return | 22.83% | 75.40%-52.6pp | 71.39%-48.6pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,216 | $3,224-62.3% | $4,735-74.3% | $2,148-43.4% |
| Participant deferral / active EE | $8,220 | $5,958+38.0% | $6,709+22.5% | $3,539+132.2% |
| Admin fee / account holder | $119 | $131-9.2% | $10,261-98.8% | $142-16.5% |