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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 | $88,922 |
MCKONLY & ASBURY LLP1 year Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $11,625 |
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 | $81,270 | $66,601+22.0% | $92,893-12.5% | $67,579+20.3% |
| Participation rate | 91.7% | 72.5%+19.2pp | 76.0%+15.7pp | 71.3%+20.4pp |
| Annual return | 22.33% | 92.58%-70.2pp | 109.41%-87.1pp | 378.56%-356.2pp |
| Employer contribution / active EE | $7,813 | $2,775+181.5% | $3,653+113.9% | $2,148+263.8% |
| Participant deferral / active EE | $4,184 | $3,157+32.6% | $4,236-1.2% | $3,539+18.2% |
| Admin fee / account holder | $138 | $199-30.6% | $5,794-97.6% | $142-3.0% |