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.2+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $20,996 |
THE VANGUARD GROUP, INC.2+ years Service code 99 | Other Fees | $0 |
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 | $109,929 | $74,024+48.5% | $77,999+40.9% | $57,658+90.7% |
| Participation rate | 86.5% | 79.7%+6.7pp | 75.5%+11.0pp | 70.2%+16.3pp |
| Annual return | 8.37% | 12.14%-3.8pp | 425.96%-417.6pp | 5.13%+3.2pp |
| Employer contribution / active EE | $3,221 | $2,365+36.2% | $2,470+30.4% | $1,974+63.2% |
| Participant deferral / active EE | $7,252 | $3,533+105.3% | $3,497+107.4% | $3,061+136.9% |
| Admin fee / account holder | $75 | $93-19.5% | $5,480-98.6% | $95-20.7% |