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.3+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $20,287 |
THE VANGUARD GROUP, INC.3+ 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 | $118,377 | $75,284+57.2% | $91,001+30.1% | $69,631+70.0% |
| Participation rate | 97.1% | 80.4%+16.7pp | 75.6%+21.5pp | 70.7%+26.4pp |
| Annual return | 18.58% | 48.40%-29.8pp | 4.60%+14.0pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $4,084 | $2,473+65.2% | $2,456+66.3% | $2,032+101.0% |
| Participant deferral / active EE | $7,598 | $3,700+105.4% | $3,547+114.2% | $3,224+135.7% |
| Admin fee / account holder | $74 | $111-33.4% | $5,417-98.6% | $110-33.3% |