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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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,744 |
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 | $148,744 | $85,135+74.7% | $98,907+50.4% | $73,409+102.6% |
| Participation rate | 97.1% | 81.1%+15.9pp | 76.0%+21.0pp | 72.2%+24.9pp |
| Annual return | 19.14% | 19.14%0pp | 196.43%-177.3pp | 59.29%-40.2pp |
| Employer contribution / active EE | $4,254 | $2,721+56.3% | $2,689+58.2% | $2,234+90.4% |
| Participant deferral / active EE | $7,443 | $4,349+71.1% | $4,244+75.4% | $3,805+95.6% |
| Admin fee / account holder | $60 | $139-57.0% | $6,642-99.1% | $158-62.1% |