Filed April 3, 2025 (most recent of 2 filings on file)
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $12,624 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $429,331 | $60,323+611.7% | $81,812+424.8% | $74,495+476.3% |
| Participation rate | 99.5% | 62.9%+36.7pp | 72.3%+27.2pp | 67.2%+32.3pp |
| Annual return | 13.06% | 16.90%-3.8pp | 773.79%-760.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $23,492 | $2,620+796.6% | $2,912+706.7% | $2,623+795.6% |
| Participant deferral / active EE | $1,743 | $3,387-48.5% | $4,319-59.6% | $4,346-59.9% |
| Admin fee / account holder | $41 | $1,486-97.3% | $7,386-99.5% | $1,942-97.9% |