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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $138,734 |
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 | $166,484 | $72,770+128.8% | $67,652+146.1% | $55,191+201.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 1.59% | -3.26%+4.9pp | 6625.04%-6623.4pp | 10.78%-9.2pp |
| Employer contribution / active EE | $8,304 | $1,769+369.3% | $2,266+266.5% | $1,899+337.3% |
| Participant deferral / active EE | $12,585 | $3,408+269.3% | $3,560+253.5% | $3,046+313.1% |
| Admin fee / account holder | $205 | $79+160.2% | $4,821-95.7% | $91+125.9% |